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Wants out of the contract

Ashok Soma D4061669

Out of the contract via Not recorded Direction not recorded not confirmed as a complaint yet
$400
nobody is holding this
Who are you? Pick your name so this desk can record that you read it and what you did.

What are you doing about it?

Calling them Today, on the number on file. Emailing them Replying in writing. Making an offer A reduction or a revised plan — record it below. Checking something first The account, the product, the contract. Not with the client yet. Passing it on It belongs with another team — hand it over below. Waiting on them The ball is with the client. Set a date to chase. Leaving it for now A deliberate decision to do nothing yet. Needs a reason and a date to look again. It is finished Nothing outstanding — close it below.

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Tanirika Soma
Ashok Soma
Dallas
Elly R
2026-09-12
2026-09-12
$400
$150
$400
8d ago
8d ago
Not recorded
crm-note

What has happened so far

Ashok Soma complained on 2026-09-12 — 8 days ago. They signed for $400 and have paid $150, with no instalment plan started. Square has actually taken $95 — $55 less than the ledger shows. Nobody is holding it. Nobody has recorded reading it. Nothing on file says who spoke last.

  1. 2026-09-12 Elly R Mom and Dad confused. Said not told about 399 or paying on day. Had to explain what we do again to them. Dads cards declined a few times but still did the 100 down, will upgrade later. Under
  2. 2026-09-12 intake scan logged on the desk
  3. 2026-09-08 Alecia H Tanirika, Is a full time Student, Dad is a Soft Ware Engineer. Dad is driving will call back with more information. Alecia H - 09/08/2026 18:07 - Changed confirmed from No to Attempted
Cancel contract
Elly R - 09/12/2026 17:41 Mom and Dad confused. Said not told about 399 or paying on day. Had to explain what we do again to them. Dads cards declined a few times but still did the 100 down, will upgrade later. Understands clearly can not cancel these 6 images

Evidence gathered 2026-09-19

How they pay

No instalments scheduled — finance has not started. $150 taken up front, $250 outstanding.

never
0 of 0 · $0
0
$150
$250
—
Square has taken $95 1 payment, 2026-09-12 to 2026-09-12 · 1 scheduled, not charged
The CRM shows $150 — Square is $55 lower. Check before quoting a balance to this client.
Correspondence with the client 0 — emails and anything quoted back, in full

No email or quoted message on this account.

Email AI

Nothing here is tagged as Email AI — and it would not be: no note in the CRM carries an AI marker, and there is no automated author among the 246 people who write notes. So this cannot yet tell you whether Email AI handled this client. The moment Email AI stamps what it writes (anything will do — an [AI] prefix), its messages appear here and every past thread re-sorts on the next gather.

Internal notes 2
  • Elly R 2026-09-12 17:41
    Mom and Dad confused. Said not told about 399 or paying on day. Had to explain what we do again to them. Dads cards declined a few times but still did the 100 down, will upgrade later. Understands clearly can not cancel these 6 images
  • Alecia H 2026-09-08 18:04
    Tanirika, Is a full time Student, Dad is a Soft Ware Engineer. Dad is driving will call back with more information. Alecia H - 09/08/2026 18:07 - Changed confirmed from No to Attempted

What happens next

  1. Call the client Customer service
  2. Offer retention Customer service
  3. Confirm in writing to the client Customer service must be done to close

Who has had it

  • intake scan logged 2026-09-12

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