diff --git a/.claude/memory/feedback_prospect_list_vetting.md b/.claude/memory/feedback_prospect_list_vetting.md index 524e5117..f0bc6de7 100644 --- a/.claude/memory/feedback_prospect_list_vetting.md +++ b/.claude/memory/feedback_prospect_list_vetting.md @@ -35,6 +35,20 @@ competitor, or a prospect ACG would refuse to onboard is an embarrassment ACG pa hardcoded page guard silently capped a customer pull at 3000 of 5082 and the dedupe looked complete while missing 41% of the tenant. `/contacts` also caps ~50/page regardless of `per_page=100` — verify against `total_entries`, never trust the loop terminator alone. + **Autotask is the pre-Syncro PSA (ACG migrated AT -> RepairShopr/Syncro ~2016) but Mike says + it is NOT a complete record — do not treat it as authoritative for former clients.** Checking + it is cheap corroboration, not clearance. Creds `msp-tools/autotask.sops.yaml`, 5521 companies. + Two gotchas: `webAddress` is empty on 5519 of 5521 rows (name matching is the ONLY channel), + and `pageDetails.nextPageUrl` returns 0 items — page with an `id` cursor + (`{"op":"gt","field":"id","value":LAST}`, MaxRecords 500) and check against + `GET Companies/query/count`. On the 2026-07 list it matched 10 companies, all already found + via Syncro, and added zero. Local `clients/` + `wiki/clients/` + `vault/clients/` (116 slugs) + are all CURRENT clients — Syncro already covers them, so they add nothing. Grepping session + logs for company-name tokens is pure noise; don't bother. + + **Residual gap to state plainly: a client predating Autotask, or never entered in either PSA, + is undetectable. Ask Mike to eyeball the kept-name list — that caught Open Enclose.** + 2. **Active vs former:** a Syncro record alone means nothing — many have zero tickets. Pull ticket + invoice counts and max dates per matched customer. Recent invoices = ACTIVE (exclude). Dormant = FORMER (keep on the list, flagged, as a warm re-approach). diff --git a/projects/acg-website/v2/about.html b/projects/acg-website/v2/about.html index 6c58a444..5c385863 100644 --- a/projects/acg-website/v2/about.html +++ b/projects/acg-website/v2/about.html @@ -10,7 +10,7 @@ - +