Salesforce

From
Cheryl Cartwright <ccartwright@homecareassistance.com>
To
Sarah Powers <spowers@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
2022-02-28 15:02:12
Folder
INBOX
--0000000000002453ee05d91987f1 Content-Type: text/plain; charset="UTF-8" Hi Sarah, The new dashboard is great, thank you. Why did all of our long time existing clients though populate into "Assessment Pending" on the homepage? I can't even get rid of them as it won't even allow me to click on the red flag and mark things as completed. That said, I feel this shouldn't have even happened and will be very time consuming if I have to go through all our clients in Salesforce and mark a bunch of steps when they are already years long clients. Can you advise? Cheryl -- *Cheryl Cartwright* Director of Care Home Care Assistance Office: 416-488-8777 Toronto, ON (EST) torontohomecareassistance.ca --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity ccartwright@homecareassistance.com --0000000000002453ee05d91987f1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Sarah, The new dashboard is great, t= hank you. Why did all of our long time existing clients though populate int= o &quot;Assessment Pending&quot; on the homepage? I can&#39;t even get rid = of them as it won&#39;t even allow me to click on the red flag and mark thi= ngs as completed. That said, I feel this shouldn&#39;t have even happened a= nd will be very time consuming if I have to go through all our clients in S= alesforce and mark a bunch of steps when they are already years long client= s.=C2=A0 Can you advise? = Cheryl -- Cheryl Cartwright Director of Care Home Care = Assistance Office:=C2=A0 416-488-8777 = Toronto, = ON (EST) torontohomecareassistance.ca --- Read Our Testimonials Join Our Newsletter We Are Hiring! = <a href=3D"https://homecareassistance.com/" style=3D"color:rgb(17,8= 5,204)

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