--000000000000748b9d05dfee2305 Content-Type: text/plain; charset="UTF-8" Unfortunately, hand in hand. If we move Winnipeg into Calgary, all the Winnipeg clients will duplicate in Salesforce as new clients and new referrals from the same referral sources. It will result in skewing all of your reports. SF is working on a solution to prevent this that is planning for a launch on 7/1. As a temporary solution, could you add the Calgary staff as admin to Winnipeg and have them jump between the URLs? I completely understand this is not ideal however, it may be our only option for right now if SF does not have the bandwidth to manually alter the merge. Best, Sydney On Thu, May 26, 2022 at 12:59 PM Timothy Thomas wrote: > Hi Sydney, > > That's correct, we're not yet integrated on those platforms. > > Can we consolidate without changes to salesforce configurations or do they > go hand in hand? > > Thank you! > Tim > > On Thu, May 26, 2022 at 1:55 PM Sydney Cohen wrote: > >> Hi Lisa and Tim, >> >> There are a lot of behind the scenes going on to prep for ClearCare >> Consolidations. >> >> Am I correct in understanding Canadian sites are not currently using >> Netsuite, VersaPay or Paychex? >> This may make the process simpler if that is the case. >> >> Since you are live on Salesforce, we will need to meet with the SF team >> to see if this setup can be accommodated before their update launch at the >> end of June. They have been holding strong in their request for no >> consolidations before the beginning of July. >> >> Best, >> Sydney >> >> >> >> >> On Thu, May 26, 2022 at 12:44 PM Lisa Larson > llarson@homecareassistance.com> wrote: >> >>> I'm engaging Sydney to support. >>> >>> On Thu, May 26, 2022 at 10:43 AM Timothy Thomas wrote: >>> >>>> Hi all, >>>> >>>> I would like to merge the operations of Winnipeg and Calgary so that >>>> they can support each other with ops and on call until we're able to roll >>>> out the SOM in Canada. >>>> >>>> They're roughly the same size with approx 45 clients / 75 cg each. >>>> This would entail merging clearcare accounts, phone systems and possibly >>>> salesforce. Thankfully they're both on 8X8 and we would use the Calgary >>>> answering service already in place for after hours. This could be a good >>>> exercise for uncovering any logistical issues with the SOM here in Canada. >>>> >>>> Please let me know how to go about this. Time is of the essence as the >>>> Winnipeg team (only 3) are burnt with on-call demands and I'd like to >>>> spread out the load. >>>> >>>> Thanks! >>>> Tim >>>> >>>> -- >>>> Tim Thomas >>>> Head of Canada Division >>>> *Please note my email has changed:* >>>> tt@TheKey.com >>>> (514) 591-9387 >>>> TheKey.com >>>> [image: TheKey] >>>> >>> > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.com > [image: TheKey] > --000000000000748b9d05dfee2305 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-pri