----==_mimepart_64f8cafdaae1b_20a2b14e92285c03242219f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi=C2=A0JosephTaylor,=C2=A0 Ah, I see it now. The client is not appea= ring on the report because it is not tied to any Care Solution Manager fo= r the conversion credit. This is found under the Admin tab on the opportu= nity layout. You'll need to either adjust it or have it requested to be a= djusted through the "Request Conversion Credit" button on the opportunity= record. Once it is tied to the right individual it will appear in the re= port under Canada. =E2=80=8B https://homecareassistance.lightning.forc= e.com/lightning/r/Opportunity/0067V00002B2tvfQAB/view Thanks,=C2=A0= Sarah Powers = = On Wed, 6 Sep at 2:27 PM , JosephTaylor wrote: Hey Sarah, Here is the report. If you go to= Canada August start of care, you will not see Brian Carpenter included! = https://analytics.homecareassistance.com/office-reports/care-solutions-ma= nager Thanks,=C2=A0 = = = = On Tue, Sep 5, 2023 at 5:21=E2=80=AFPM Sarah Powers wrote: = = = = = Hi=C2=A0JosephTaylor,=C2=A0 = = This is the second opportunity that was created: https://homecareassista= nce.lightning.force.com/lightning/r/Opportunity/0067V00002B2tvfQAB/view = =E2=80=8B = = Can you please share what report on the portal you are referencing? = = = Thanks,=C2=A0 = = Sarah Powers = = = = = = On Tue, 5 Sep at 4:46 PM , JosephTaylor wrote: Hey Sarah, Sorry for the late response, I w= as on PTO and out of the country. This client is still not showing as a s= tart in the AP portal. As mentioned above, it was reactivated in ClearCar= e over the weekend by an on-call manager, and a new opportunity=C2=A0was = not created in SF. Once my team came in Monday, the shift was already com= plete=C2=A0and it was too late. Is there a way to integrate=C2=A0this so = it is shown as a new SOC in the analytics portal as it has been more than= 90 days since the client had received care? Thanks=C2=A0=C2=A0 = = = On Thu, Aug 24, 2023 at 1:13=E2=80=AFPM Sarah Powers wrote: = = = = = Hi JosephTaylor,=C2=A0 = = What report are you referencing in the portal where you are not seeing t= his as a SOC? The second opportunity was automatically created via the in= tegration and should be counting as a new SOC. = = = Thanks,=C2=A0 = Sarah = = = = = = = = = = = = -- Joey Taylor = Regional Care Solutions Manager = 514-907-5065 = TheKey.ca=C2=A0=C2=A0 = = = = = = = = = = -- Joey Taylor = Regional Care Solutions Manager = 514-907-5065 = TheKey.ca=C2=A0=C2=A0 ----==_mimepart_64f8cafdaae1b_20a2b14e92285c03242219f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi=C2=A0JosephTaylor,=C2=A0 Ah, I see it now. The client is not appearing on the rep= ort because it is not tied to any Care Solution Manager for the conversio= n credit. This is found under the Admin tab on the opportunity layout. Yo= u'll need to either adjust it or have it requested to be adjusted through= the "Reque