Re: ClearCare/Wellsky Tag Clean-Up Action Required

From
Laura Horval <lhorval@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Will Reid <wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2025-01-03 11:07:38
Folder
INBOX
--000000000000f46ce5062acf7a71 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! I am able to tag Deupree clients again :) I appreciate your help= . On Fri, Jan 3, 2025 at 10:43=E2=80=AFAM Audra Williams = wrote: > Good morning! I have gone in and updated the profile tags myself. I am > asking the support team to review and update the activity tags. > > Thanks! > > On Fri, Jan 3, 2025 at 5:44=E2=80=AFAM Will Reid wrote= : > >> Audra, >> Can we get an update on this please. >> >> Thanks >> >> >> Will Reid >> Partner >> * Please note my email has changed: * >> wreid@thekey.com >> 513-707-2304 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Jan 2, 2025 at 1:07=E2=80=AFPM Laura Horval = wrote: >> >>> Good Afternoon, >>> >>> I just wanted to circle back on this...I am still unable to tag certain >>> clients. Did all of the tags get deleted? >>> >>> On Mon, Dec 23, 2024 at 11:02=E2=80=AFAM Laura Horval >>> wrote: >>> >>>> Good Morning Audra, >>>> >>>> I am noticing that some of the tags we had opted to keep are no longer >>>> showing up under profile tag options. Did they all get deleted? Or did= I >>>> make an error on my end? I was trying to tag a new client of mine unde= r >>>> "Deupree House" and that is no longer an option. Please advise- thank = you! >>>> >>>> On Tue, Dec 17, 2024 at 2:55=E2=80=AFPM Audra Williams >>>> wrote: >>>> >>>>> Awesome, thanks for the update! Let me know if you missed any and I a= m >>>>> happy to have those added!! >>>>> >>>>> Best, >>>>> >>>>> On Tue, Dec 17, 2024 at 11:20=E2=80=AFAM Laura Horval >>>>> wrote: >>>>> >>>>>> Good Afternoon, >>>>>> >>>>>> Cincinnati is also up to date- thank you! >>>>>> >>>>>> On Tue, Dec 17, 2024 at 1:32=E2=80=AFPM Steve Sudberry >>>>>> wrote: >>>>>> >>>>>>> Laura, >>>>>>> >>>>>>> Cleveland is updated, how about Cincinnati? Please let Audra know >>>>>>> as soon as possible. >>>>>>> >>>>>>> Thanks >>>>>>> Steve Sudberry >>>>>>> General Manager >>>>>>> >>>>>>> ssudberry@thekey.com >>>>>>> >>>>>>> (513) 227-8521 >>>>>>> TheKey.com >>>>>>> [image: TheKey] >>>>>>> >>>>>>> >>>>>>> On Tue, Dec 17, 2024 at 12:53=E2=80=AFPM Audra Williams >>>>>>> wrote: >>>>>>> >>>>>>>> Hi All! >>>>>>>> >>>>>>>> I wanted to check back in to see if we were good to go with this? >>>>>>>> >>>>>>>> Thanks! >>>>>>>> >>>>>>>> On Fri, Dec 13, 2024 at 12:56=E2=80=AFPM Audra Williams >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hello Team, >>>>>>>>> >>>>>>>>> We are currently conducting a tag clean-up in Wellsky to >>>>>>>>> streamline and standardize our tagging system. As part of this pr= ocess, the >>>>>>>>> team will deactivate all existing tags and will be adding back >>>>>>>>> universal tags to be used across the organization. Deactivated >>>>>>>>> tags will NOT be deleted and you can still run reports with them. >>>>>>>>> >>>>>>>>> We understand that each agency may have specific tags essential >>>>>>>>> for your workflows. I have attached a list of the previous tags a= nd ask 

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