--000000000000805e4a05d60a41ed Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 settings 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 for 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 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 > 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 >> needed. >> >> Let me know >> Tim >> >> On Thu, Jan 20, 2022 at 3:03 PM Aaron Baik >> wrote: >> >>> Hi Timothy, >>> >>> We did upload all your referral sources. If there are some missing, >>> could you let me know the amount? Is it a small amount? If so, would it= be >>> possible for you and your team to add them into Salesforce directly? >>> >>> Please let me know. >>> Thank 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 11:57 AM Timothy Thomas >> tt@homecareassistance.com> wrote: >>> >>>> Hi Aaron, >>>> >>>> Any news on this? There appears to be some missing. Here's an example >>>> from CC - >>>> https://montreal.clearcareonline.ca/referral-sources/view/5486368/ >>>> >>>> Thanks >>>> >>>> On Wed, Jan 19, 2022 at 4:15 PM Timothy Thomas >>> tt@homecareassistance.com> wrote: >>>> >>>>> Hi Aaron, >>>>> >>>>> I'm not seeing all of our referral sources in the list. Is the import >>>>> only partially completed? >>>>> >>>>> Thanks! >>>>> >>>>> -- >>>>> Timothy Thomas >>>>> Regional Operations Manager / *Directeur des op=C3=A9rations r=C3=A9g= ionales* >>>>> Home Care Assistance of Montreal >>>>> Office: 514-907-5065 >>>>> Fax: 514-221-4265 >>>>> 4464 Ste Catherine West >>>>> Westmount, QC, H3Z1R7 >>>>> HomeCareAssistanceMontreal.ca >>>>> --- >>>>> Read Our Testimonials >>>>> >>>>> We Are Hiring! >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> Champions of Longevity >>>>> >>>> >>>> >>>> -- >>>> Timothy Thomas