--0000000000000240a206351bd267 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Does anyone in Canada have the referral account Alzheimer's Association assigned to them, or should they? This is a Canada Cleint but showing up under Micah. https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000= 00StBAsYAN/view *Danielle James LPN* Milwaukee General Manager | TheKey Mobile: 414-309-4827 *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA ---------- Forwarded message --------- From: Amanda Maldonado Date: Wed, May 14, 2025 at 12:21=E2=80=AFPM Subject: Re: Canada Client listed under Milwaukee - [#1109454] To: Cc: , , Hi Danielle, If the field you need updated is the Marketer Credit field, this is pulled based on information from the selected referral account, in this case the Referral Account is owned by Micah Jakoblich. Is this the proper referral account for this client? If you do not wish to change the referral account, please let me know who should be the Marketer Credit for the opportunity associated with this client and I can manually update. Thanks, Amanda Maldonado On Wed, 14 May at 12:38 PM , Danielle James wrote: I am not sure what needs to be changed for it to be assigned to the correct office/HCL. I just know it should not be pulling to the Milwaukee office. *Danielle James LPN* Milwaukee General Manager | TheKey Mobile: 414-309-4827 *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Wed, May 14, 2025 at 11:35=E2=80=AFAM Amanda Maldonado wrote: > Hi Danielle, > > Can you let me know what field should be updated and who it should be > updated to? > > > Thanks, > Amanda Maldonado > > On Wed, 14 May at 12:06 PM , Danielle James > wrote: > > Hi, > John Anderson is listed under the Milwaukee HCL, and this client is from > Canada. Can you please make sure it is assigned to the correct person so > the reports pull correctly? > > > [image: image.png] > > > > https://homecareassistance.lightning.force.com/lightning/r/Account/001UH0= 0000StBAsYAN/view > > Thank you > *Danielle James LPN* > Milwaukee General Manager | TheKey > Mobile: 414-309-4827 > > > > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > > 1109454:611100 --0000000000000240a206351bd267 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Does anyone in Canada=C2=A0have the referral=C2=A0acc= ount Alzheimer's Association=C2=A0assigned to them, or should they? Thi= s is a Canada Cleint=C2=A0but showing up under Micah. https://homecareassistance.lightning.force.= com/lightning/r/Account/001UH00000StBAsYAN/view Danielle= James LPN Milwaukee General Manager | TheKey Mobile: 414-30= 9-