Re: Clearcare Locations Mapping to Salesforce

--00000000000029f15705eec97225 Content-Type: text/plain; charset="UTF-8" I will move our call to Monday since Nicole is OOO so that we can all get on the same page. On Thu, Dec 1, 2022 at 11:22 AM Timothy Thomas wrote: > Got it, thanks Phil. > > I'm working with Nicole on consolidating our 4 clearcare URLs into one. > Should I wait until that is done before adding the Halifax location? > > On Thu, Dec 1, 2022 at 12:57 PM Alexa Graziani > wrote: > >> added this to the list for the call I set up for Friday. >> >> Looks like Nicole is OOO Friday so if we need to loop her in after, we >> can. >> >> On Thu, Dec 1, 2022 at 6:38 AM Phil Chanda >> wrote: >> >>> Hi Timothy, >>> >>> Postal codes are in Salesforce already. >>> >>> For Halifax, the Salesforce team was unable to upload Halifax because >>> there is no Clearcare location (per feedback from the Salesforce/Concentrix >>> team). You will need to set that up for Halifax in addition to the other >>> items Alexa listed. >>> >>> Perhaps it would be best for all of us to get on a call to iron out the >>> details? >>> >>> Thanks, >>> Phil >>> >>> >>> >>> On Thu, Dec 1, 2022 at 9:34 AM Timothy Thomas wrote: >>> >>>> Hi Alexa, >>>> >>>> I'm unclear on what you would like me to do with the postal codes? Is >>>> there a database that I should be verifying? I had submitted a list of >>>> postal codes to Kahl when setting up TheKey.ca. >>>> >>>> Please let me know >>>> Tim >>>> >>>> On Wed, Nov 30, 2022 at 2:45 PM Alexa Graziani >>>> wrote: >>>> >>>>> Hi Sydney, >>>>> >>>>> Are you the correct person to meet with for Clearcare costs and >>>>> timing? I will put some time on our calendars. >>>>> >>>>> Tim and Levi - Let me know when you have a timetable for when the >>>>> postal code mapping will be complete so I can add that to the project plan. >>>>> >>>>> Thanks, >>>>> >>>>> On Mon, Nov 28, 2022 at 8:26 AM Alexa Graziani >>>>> wrote: >>>>> >>>>>> Thank you, Tim! :) >>>>>> >>>>>> On Thu, Nov 24, 2022 at 6:54 AM Timothy Thomas wrote: >>>>>> >>>>>>> Hi Alexa, >>>>>>> >>>>>>> I'll work through this list. >>>>>>> >>>>>>> Thank you and Happy Thanksgiving! >>>>>>> Tim >>>>>>> >>>>>>> On Wed, Nov 23, 2022 at 12:42 PM Alexa Graziani >>>>>> agraziani@thekey.com> wrote: >>>>>>> >>>>>>>> Hi Tim, >>>>>>>> >>>>>>>> Following up here with some action items for after the holiday. Can >>>>>>>> you please complete the following next week? These will be pre-reqs for >>>>>>>> going live as TheKey. I'm working to outline a list of open items for Ken >>>>>>>> and it would streamline it if these were completed or in progress: >>>>>>>> >>>>>>>> 1. email IT support to make the distro lists >>>>>>>> 2. input a request for the Halifax location in the request form >>>>>>>> >>>>>>>> . >>>>>>>> 3. review your postal codes for Halifax/your locations with the >>>>>>>> rev ops team (cc'd), as they are in charge of updating the zip codes/postal >>>>>>>> codes in Salesforce >>>>>>>> 4. Submit a Salesforce support ticket for Aaron to review t