--000000000000167fb606351c4fb8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you *Danielle James LPN* Milwaukee General Manager | TheKey Mobile: 414-309-4827 *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Wed, May 14, 2025 at 12:58=E2=80=AFPM Timothy Thomas wro= te: > This is definitely not Micahs. It looks like the Montreal office used a > generic Alz association referral account. I'll get this moved to a local > account. > > > On Wed, May 14, 2025 at 1:24=E2=80=AFPM Danielle James > wrote: > >> Does anyone in Canada have the referral account Alzheimer's >> Association assigned to them, or should they? This is a Canada Cleint bu= t >> showing up under Micah. >> >> >> https://homecareassistance.lightning.force.com/lightning/r/Account/001UH= 00000StBAsYAN/view >> >> >> >> >> *Danielle James LPN* >> >> Milwaukee General Manager | TheKey >> >> Mobile: 414-309-4827 >> >> >> >> *Have positive feedback? We'd love to share that with the community: * >> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZ= meZB1UILA >> >> >> ---------- Forwarded message --------- >> From: Amanda Maldonado >> Date: Wed, May 14, 2025 at 12:21=E2=80=AFPM >> Subject: Re: Canada Client listed under Milwaukee - [#1109454] >> To: >> Cc: , , > > >> >> >> Hi Danielle, >> >> If the field you need updated is the Marketer Credit field, this is >> pulled based on information from the selected referral account, in this >> case the Referral Account is owned by Micah Jakoblich. Is this the prope= r >> referral account for this client? If you do not wish to change the refer= ral >> account, please let me know who should be the Marketer Credit for the >> opportunity associated with this client and I can manually update. >> >> >> Thanks, >> >> Amanda Maldonado >> >> On Wed, 14 May at 12:38 PM , Danielle James >> wrote: >> I am not sure what needs to be changed for it to be assigned to the >> correct office/HCL. I just know it should not be pulling to the Milwauke= e >> office. >> >> >> *Danielle James LPN* >> Milwaukee General Manager | TheKey >> Mobile: 414-309-4827 >> >> >> >> *Have positive feedback? We'd love to share that with the community: * >> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZ= meZB1UILA >> >> >> On Wed, May 14, 2025 at 11:35=E2=80=AFAM Amanda Maldonado > salesforcesupport@homecareassistance.com> wrote: >> >>> Hi Danielle, >>> >>> Can you let me know what field should be updated and who it should be >>> updated to? >>> >>> >>> Thanks, >>> Amanda Maldonado >>> >>> On Wed, 14 May at 12:06 PM , Danielle James >>> wrote: >>> >>> Hi, >>> John Anderson is listed under the Milwaukee HCL, and this client is >>> from Canada. Can you please make sure it is assigned to the correct per= son >>> so the reports pull correctly? >>> >>> >>> [image: image.png] >>> >>> >>> >>> https://ho