----==_mimepart_67e455d8793dd_2103fc60eba0fcc4680421 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sharon,=C2=A0 The Salesforce team (SFIT@thekey) does not typically= receive requests to update owner on Client Account, as that is something= you have permission to change on your own.=C2=A0 A referral account = ownership change, on the other hand, does come to SFIT for assistance and= requires approval.=C2=A0 To make a change to a Client Account, click= the icon on the Account Owner field and search your name. (see screensho= t below).=C2=A0 Please let me know if you have any referral acco= unts that require an ownership change. Thanks,=C2=A0 Amanda Maldo= nado = = On Tue, 25 Mar at 2:57 PM , SharonSpeirs wrote: = I am unclear why you are saying that - they are all Elizabeth Fry reside= nces that we do staffing with - We started with one residence and now do = a significant amount more because of the relationship we have with them- = we set each one up as a client but Elizabeth Fry Society is the referral = partner that I work with. We also have done other programs with them = Sharon = = = Sharon, Speirs = General Manager = Vancouver, BC = Office: 778.279.3634 = sspeirs@thekey.com = = TheKey.ca=C2=A0=C2=A0 = = = = = = = = = = = = = = = = = On Tue, Mar 25, 2025 at 11:48=E2=80=AFAM Amanda Maldonado wrote: = = = = = Hi Sharon,=C2=A0 = = All of these seem to be Client Accounts instead of referral accounts. Ar= e there referral accounts you are needing ownership of?=C2=A0 = = = Thanks,=C2=A0 = Amanda Maldonado=C2=A0 = = = = = = = On Mon, 24 Mar at 5:40 PM , SharonSpeirs wrote: = Hi there = = I am hoping to remove an account from my ownership as it is in an area t= hat is very hard to service and is also low income housing so not really = our market. The name is Sunnyside Manor Retirement community. = In its place if you could add the following accounts to be under my owne= rship as it is a contract that I manage and look after week over week for= all of their staffing needs. = These are the Elizabeth Fry residences and they are all under separate a= ccounts = = 1. Elizabeth Fry Rosewood = 2. Elizabeth Fry Mazarine Lodge = 3. Elizabeth Fry Ellendale = 4. Elizabeth Fry Legacy = 5. Elizabeth Fry Firth = = Thanks so much for your help = Sharon = = = = Sharon Speirs = = = = General Manager = = = = = = = = sspeirs@thekey.com = = = = Mobile: (778) 991-3361 Office: (778) 279-3634 = = = = TheKey.com = = = = = We value your feedback. Please leave us a Google review ----==_mimepart_67e455d8793dd_2103fc60eba0fcc4680421 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sharon,=C2=A0 The Salesforce team (SFIT@thekey) does not typically rec= eive requests to update owner on Client Account, as that is something you= have permission to change on your own.=C2=A0 A referral account ownership change, on the other hand, = does come to SFIT for assistance and requires approval.=C2=A0 To make a chang