--00000000000020c49605d91a06d6 Content-Type: text/plain; charset="UTF-8" Hi Sarah, No that's fine, I just wasn't sure if that was the case. As it is is fine with us. Thanks, Cheryl On Mon., Feb. 28, 2022, 3:33 p.m. Sarah Powers, wrote: > Hi Cheryl, > > That is how it's set up at the moment, yes. We can update settings, would > you like it so you can only view Toronto's information in Salesforce? > > Thanks, > Sarah > > On Mon, Feb 28, 2022 at 12:26 PM Cheryl Cartwright ccartwright@homecareassistance.com> wrote: > >> Thank you Sarah. One other thing, our home page seems to have everyone on >> it and we have to punch in Toronto in order to see our own stuff each time. >> Is this normal? >> >> On Mon, Feb 28, 2022 at 3:19 PM Sarah Powers > spowers@homecareassistance.com> wrote: >> >>> Hi Cheryl, >>> >>> Thank you for flagging this! They should have come in as closed won, and >>> not showed up under Assessment Pending. We will clean this up for you so >>> all opportunities associated with clients that have started will be updated >>> to be closed won and ultimately removed from the home page. >>> >>> Thanks! >>> Sarah >>> >>> On Mon, Feb 28, 2022 at 12:02 PM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> 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 >>>> >>> >>> >>> -- >>> Sarah Powers >>> Information Systems Manager >>> Home Care Assistance >>> Direct: 925-453-9302 >>> 221 Main Street, Suite 520 >>> San Francisco, CA 94105 >>> www.homecareassistance.com >>> --- >>> Read Our Testimonials >>> Join Our Newsletter >>> >>> We Are Hiring! >>> >>> >>> Champions of Aging Well >>> >>> >> >> -- >> *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 >> > > > -- > Sarah Powers > Information Systems Manager > Home Care Assistance > Direct: 925-453-9302 > 221 Main Street, Suite 520 > San Francisco, CA 94105 > www.homecareassistance.com > --- > Read Our Testimonials > Join Our Ne