--000000000000a7d58a05da5b5072 Content-Type: text/plain; charset="UTF-8" I can see the clients have now been added to our active client lists but I just want to make sure then that Taylor is compensated for them as they have passed the 5000k threshold in a few cases as well a few have crossed the three month retention mark. Please let me know how the report reads when it's run again Thank you Sarah and Aaron for moving them over. I do see they are still sitting in Assessments as well. Is this how it should be? Cheryl On Wed., Mar. 16, 2022, 3:53 p.m. Timothy Thomas, wrote: > Hi Sarah, > > Can you get back to me on this one because it's also throwing off the CCM > incentives that Rebecca pulls for Toronto. > > Thanks! > > On Wed, Mar 16, 2022 at 3:34 PM Cheryl Cartwright ccartwright@homecareassistance.com> wrote: > >> I just realized that all our Stacks for Toronto are also not accurate if >> our new clients are not actually in our Current Client Accounts list. When >> they look at new starts and retention ours is not showing as these clients >> were populated into Assessments or Opportunities. It's really >> important that these get fixed for statistical purposes as well as our CCM >> bonus plans. >> >> Please advise, >> >> Cheryl >> >> On Wed, Mar 16, 2022 at 11:14 AM Cheryl Cartwright > ccartwright@homecareassistance.com> wrote: >> >>> 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 y