RD Meeting Notes | 8/7/2024

From
Audra Williams <audraw@thekey.com>
To
Amy Harris <aharris@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Caroline Henderson <caroline.henderson@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Chris Gerard <chris.gerard@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Christin Silveira <csilveira@thekey.com>, Emily Russell <emily.russell@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Jessica Thomas <jessica.thomas@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Matt Nyberg <mnyberg@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 7 Aug 2024 16:35:37 -0700
Folder
INBOX
--000000000000c35502061f205e3d Content-Type: text/plain; charset="UTF-8" Hi All! Thank you all for joining the meeting today. Here are some answers to your questions regarding the app. - If CG is having geo fencing issues they can either open their app and move their pin, or walk to the fence. OR they can screenshot it and send to office and office can move pin - If CG works for multiple agencies that are in Wellsky they can have the "toggle" between agency feature *ONLY* if they are using the same exact email and password for all instances - For CGs that have unsubscribed to all communication they are getting notified they need to switch apps every time they log into the old app. Offices can identify which CGs have unsubscribed by the red triangle next to their name. Anyone with that symbol is not receiving any communication from us other than what they see in the app - Yahoo email in Canada and Hotmail email in US blocks Wellsky email. Teams should note this when identifying CGs that need to be communicated with directly. Here is the deck that was presented today. Please let us know if you have any questions at all! Best, -- Audra Williams Director, Divisional Operations (425) 757-7027 TheKey.com [image: TheKey] --000000000000c35502061f205e3d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! Thank you all for joinin= g the meeting=C2=A0today.=C2=A0 Here are some answers to your questions reg= arding the app. If CG is havi= ng geo fencing issues they can either open their app and move their pin, or= walk to the fence. OR they can screenshot it and send to office and office= can move pin If CG wo= rks for multiple agencies that are in Wellsky they can have the &quot;toggl= e&quot; between agency feature ONLY if they are using the same exact= email and password for all instances For CGs that have unsubscribed to all communication they ar= e getting notified they need to switch apps every time they log into the ol= d app. Offices can identify which CGs have unsubscribed by the red triangle= next to their name. Anyone with that symbol is not receiving any communica= tion from us other than what they see in the app Yahoo email in Canada and Hotmail email in US bl= ocks Wellsky email. Teams should note this when identifying CGs that need t= o be communicated with directly. Here =C2=A0is the deck that was presented today.= Plea= se let us know if you have any questions at all! B= est, -- Audra Williams = Director, Divisional Operation= s (425) 757-7027= TheKey.com <

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