Re: Karen Montani

From
Sarah Powers <spowers@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Chelsea Lucas <chelsea.lucas1@concentrix.com>, Mona Mukku <mona.mukku@concentrix.com>
CC
Joey Taylor <joey.taylor@thekey.com>, Taylor Cleland <tcleland@thekey.com>
Date
Wed, 12 Apr 2023 09:28:16 -0700
Folder
INBOX
--00000000000028928705f926196b Content-Type: multipart/alternative; boundary="00000000000028928305f9261969" --00000000000028928305f9261969 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I will have the dev team investigate the issue around No Office. Can you please provide any additional examples where this has happened? I do see that the zip code for the client Karen Montani is not in our database of zip codes. I'm attaching what is currently in the system. Can you please review this and let us know if anything should be added/removed? @Chelsea Lucas @Mona Mukku this record ( https://homecareassistance.lightning.force.com/lightning/r/Account/0017V000= 01wm5IeQAI/view) seems to have flipped between the Waterloo location and No Office. Can we please confirm the Canadian zip codes behave like the US zip codes? Thanks! Sarah On Wed, Apr 12, 2023 at 8:01=E2=80=AFAM Timothy Thomas wrot= e: > Hi Sarah, > > Is there a timeline for this No Office issue in SF? Please advise on > whether we should build in clearcare as we have a fast start today. > > Thanks > > On Wed, Apr 12, 2023 at 10:56=E2=80=AFAM Joey Taylor > wrote: > >> >> >> ---------- Forwarded message --------- >> From: Taylor Cleland >> Date: Wed, Apr 12, 2023 at 10:07=E2=80=AFAM >> Subject: Karen Montani >> To: Sales Force IT Support >> Cc: Joey Taylor >> >> >> Good Morning, >> >> I believe it has already been brought up that the leads being entered >> into Salesforce are auto changing the Clear Care location to "no office"= . >> Prior to converting a client I had switched it to the correct office but >> didn't notice it switched back to "no office". The client, Karen Montani >> has now been converted but is not showing up in Clear Care. >> >> This client is expected to be discharged from Hospital today, starting >> care tonight or tomorrow morning so if this can be fixed as soon as >> possible that would be greatly appreciated. >> >> >> Thank you, >> >> Taylor Cleland >> >> *Client Solution Manager* >> >> 416-488-8777 ext 1 >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> -- >> >> Joey Taylor >> >> *Regional Care Solutions Manager* >> >> 514-907-5065 >> >> TheKey.ca >> >> [image: TheKey] >> > > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > --00000000000028928305f9261969 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I will have the dev team invest= igate the issue around No Office. Can you please=C2=A0provide any additiona= l examples where this has happened? I do see that = the zip code for the client Karen Montani is not in our database of zip cod= es. I&#39;m attaching what is currently in the system. Can you please revie= w this and let us know if anything should be added/removed? @Chelsea Lucas =C2=A0 @Mona Mukku =C2=A0this record ( https://homecareassistance.lightning.force.com/lightni= ng/r/Acco

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