Re: Salesforce

From
Carolina Orosa <corosa@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
Date
Tue, 15 Feb 2022 11:30:07 -0800
Folder
INBOX
--000000000000321fe405d813906e Content-Type: text/plain; charset="UTF-8" Yes, not sure why it's now showing on my end. Anyway, we can review next week when I get back. Thanks On Tue, Feb 15, 2022 at 10:19 AM Timothy Thomas wrote: > Hi Carolina, > > I just ran the New client report for Vancouver and found Sheila Rathler. > It seems you have two new clients from last week. > > Is this correct? > > On Mon, Feb 14, 2022 at 7:17 PM Carolina Orosa corosa@homecareassistance.com> wrote: > >> HI there, >> >> Sigh, having Salesforce issues again. I ran the opportunities report and >> for some reason, Sheila Rathler is not appearing in either the new Client >> report or the Opportunities report. Our case manager converted her to a >> Client using Salesforce and an account was created for her in ClearCare so >> not sure why it's not being reflected in Salesforce. >> >> Do you mind having a look when you have time? >> >> Thank you! >> >> -- >> >> Carolina Orosa >> President and Chief Operating Officer >> Home Care Assistance >> 1861 Marine Drive, >> West Vancouver, BC V7V1J7 >> ph: (778) 279-3634 >> fax: (778) 279-3635 >> website: *www.homecareassistancevancouver.ca >> * >> https://www.youtube.com/watch?v=RX_4cCVybg8 >> >> > > -- > Timothy Thomas > Head of Canada > Home Care Assistance > Office: 514-907-5065 > Fax: 514-221-4265 > 4464 Ste Catherine West > Westmount, QC, H3Z1R7 > HomeCareAssistanceMontreal.ca > --- > Read Our Testimonials > > We Are Hiring! > > > > > Champions of Longevity > -- Carolina Orosa President and Chief Operating Officer Home Care Assistance 1861 Marine Drive, West Vancouver, BC V7V1J7 ph: (778) 279-3634 fax: (778) 279-3635 website: *www.homecareassistancevancouver.ca * https://www.youtube.com/watch?v=RX_4cCVybg8 --000000000000321fe405d813906e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, not sure why it&#39;s now showing on my end. Anyway, = we can review=C2=A0next week when I get back. Thanks On Tue, Feb 15, 2022 at= 10:19 AM Timothy Thomas &lt; t= t@homecareassistance.com &gt; wrote: Hi Carolina, I = just ran the New client report for Vancouver and found Sheila Rathler. It s= eems you have two new clients from last week. Is t= his correct? On Mon, Feb 14, 2022 at 7:17 PM Carolina Orosa &lt; corosa@homecar= eassistance.com &gt; wrote: HI there, Sigh, having S= alesforce issues again. I ran the opportunities report and for some reason,= Sheila Rathler is not appearing in either=C2=A0the new Client report or th= e Opportunities report. Our case manager converted her to a Client using Sa= lesforce and an account was created for her in ClearCare so not sure why it= &#39;s not being reflected in Salesforce. Do you m= ind having a look when you have time? Thank you! -- = Carolina Orosa= President and Chief Operating Officer Home Care Assistance=C2=A0 = 1861 Marine Drive, West Vancouver, BC V7V1J7 ph:=C2=A0=C2=A0 (778) 27= 9-3634 fax:=C2=A0 (778) 279-3635 website:=C2=A0 www. homecareassistancevan