--0000000000008fc72a05d61bab32 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Timothy, I am available after 12:30PM PST. I will set a Calendar invite for that time. If you cannot make it, please suggest another time. Aaron Baik Help Desk Specialist Home Care Assistance of Home Care Assistance of Walnut Creek, CA Office: (650)-462-9501 Direct: (650)-400-2856 1808 Tice Valley Blvd, Walnut Creek, CA 94595 homecareassistance.com --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity On Fri, Jan 21, 2022 at 10:00 AM Timothy Thomas wrote: > an example would be "Claire Webster" or "Barbra Gold" > > Please let me know if we can chat today. Thanks > > On Thu, Jan 20, 2022 at 6:12 PM Aaron Baik > wrote: > >> Hi Timothy, >> >> Can you give me an example of a referral source you see that isn't from >> your office? I will go ahead and set up something on the calendar. >> Aaron Baik >> Help Desk Specialist >> Home Care Assistance of Home Care Assistance of Walnut Creek, CA >> Office: (650)-462-9501 >> Direct: (650)-400-2856 >> 1808 Tice Valley Blvd, Walnut Creek, CA 94595 >> homecareassistance.com >> --- >> Read Our Testimonials >> Join Our Newsletter >> >> We Are Hiring! >> >> Champions of Longevity >> >> >> On Thu, Jan 20, 2022 at 1:47 PM Timothy Thomas >> wrote: >> >>> I can't today at that time, but tomorrow around 12 est? >>> >>> I just submitted a ticket for a lead conversion issue, Also we're seein= g >>> referral sources from other offices which is not ideal....lets chat mor= e >>> tomorrow. >>> >>> On Thu, Jan 20, 2022 at 4:33 PM Aaron Baik >>> wrote: >>> >>>> Hi Timothy, >>>> >>>> Is it related to not being able to see certain things? It has to do >>>> with the Sharing Settings. Somehow there is a cap on the sharing setti= ngs >>>> so I am waiting for Sarah to figure out what we can do. Regarding your >>>> Referral Accounts though, I can repull the list of Referral Sources fo= r you >>>> to go and mark which ones need to be input. I can definitely hop on a = call >>>> after 2:30PM PST if that works for you? >>>> Aaron Baik >>>> Help Desk Specialist >>>> Home Care Assistance of Home Care Assistance of Walnut Creek, CA >>>> Office: (650)-462-9501 >>>> Direct: (650)-400-2856 >>>> 1808 Tice Valley Blvd, Walnut Creek, CA 94595 >>>> homecareassistance.com >>>> --- >>>> Read Our Testimonials >>>> Join Our Newsletter >>>> >>>> We Are Hiring! >>>> >>>> Champions of Longevity >>>> >>>> >>>> On Thu, Jan 20, 2022 at 12:57 PM Timothy Thomas >>> tt@homecareassistance.com> wrote: >>>> >>>>> I'm noticing some more issues that my team has identified. Can we hop >>>>> on a call when you're free? >>>>> >>>>> On Thu, Jan 20, 2022 at 3:15 PM Timothy Thomas >>>> tt@homecareassistance.com> wrote: >>>>> >>>>>> Seems it's only "individuals" who were not imported. All of the >>>>>> "Organization" referral sources are there. >>>>>> >>>>>> There's approximately 75 of them missing. We could do it manually if