Our Client Accounts

From
Cheryl Cartwright <ccartwright@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>, Sarah Powers <spowers@homecareassistance.com>, Aaron Baik <abaik@homecareassistance.com>
Date
Wed, 16 Mar 2022 11:14:37 -0400
Folder
INBOX
--0000000000001e081405da576044 Content-Type: text/plain; charset="UTF-8" Good Morning Everyone, As you all know, when the homepage was created all our current clients were filtered into Opportunities. I can see many of these have been fixed but there are several clients still missing from our client account list. This of course is affecting our AP and therefore our CCM's bonus. Below is the list of clients that Taylor should be receiving bonuses on and you will see several are not in our current client account list in Salesforce despite being "closed won" Can you please take a look at this? *Gyllenhammar- *start date December 10th (total weekly hours 84) - currently closed properly but not in Taylor's AP *Jeffery- *start date November 13th (total weekly hours started at 28 then dropped to approximately 26) - currently closed properly but not in Taylor's AP *King- *start date November 8th (total weekly hours 20) -currently closed properly but not in Taylor's AP *McBrien- *start date January 2nd (total weekly hours 84) - currently closed properly but not in Taylor's AP *Napier- Andrews-* start date January 27th (total weekly hours 20) - NOT in our client accounts and not in Taylor's AP *Osagie-* start date January 22nd (total weekly hours 48) - NOT in our client accounts and not in Taylor's AP *Wright-* start date January 12th (total weekly hours 77 hours then dropped to 70) - NOT in our client accounts and not in Taylor's AP *Wynick-* start date January 18th (total weekly hours 31) - NOT in our client accounts and not in Taylor's AP Thank you, Cheryl -- *Cheryl Cartwright* Director of Care Home Care Assistance Office: 416-488-8777 Toronto, ON (EST) torontohomecareassistance.ca --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity ccartwright@homecareassistance.com --0000000000001e081405da576044 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Everyone, As you all know,= when the homepage was created all our current clients were filtered into O= pportunities. I can see many of these have been fixed but there are several= clients still missing from our client account list. This of course is affe= cting our AP and therefore our CCM&#39;s bonus. Below is the list of client= s that Taylor should be receiving bonuses=C2=A0on and you will see several = are not in our current client account list in Salesforce despite being &quo= t;closed won&quot;=C2=A0 Can you please take a loo= k at this? Gyllenhammar-=C2=A0 start da= te December 10th (total weekly hours 84) - currently closed properly but no= t in Taylor&#39;s AP Jeffery-=C2=A0 s= tart date November 13th (total weekly hours started at 28 then dropped to a= pproximately 26) - currently closed properly but not in Taylor&#39;s AP King-=C2=A0 start date November 8th (tot= al weekly hours 20) -currently closed properly but not in Taylor&#39;s AP McBrien-=C2=A0 start date January 2nd = (total weekly hours 84) - currently closed pr

Thread (50)