--000000000000c7c38405f92751be Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great, thank you so much for your help Sarah. Have a great day! Taylor Cleland *Client Solution Manager* 416-488-8777 ext 1 TheKey.ca [image: TheKey] On Wed, Apr 12, 2023 at 1:53=E2=80=AFPM Sarah Powers w= rote: > Hi Taylor, > > I changed the opportunity back to Assessment Completed so you can re-mark > it as closed won to trigger the integration. > > > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 67V000028BHrcQAG/view > > Thanks! > Sarah > > On Wed, Apr 12, 2023 at 10:09=E2=80=AFAM Taylor Cleland > wrote: > >> Hi Sarah, >> >> It had happened to all the leads I put in yesterday but this morning it >> allowed me to go back in and change them. I originally thought Karen >> Montani was successfully changed to "Waterloo" but after pushing it thro= ugh >> to Clear Care, I noticed Karen wasn't in Clear Care and in Salesforce it >> was showing "No Office" again. The location for Karen is correct now, bu= t >> still isn't coming up in Clear Care, is there a way we can retrieve Kare= n >> Montani in Clear Care? >> >> I will look through the Canadian Zip code attachment. >> >> >> Thank you, >> >> Taylor Cleland >> >> *Client Solution Manager* >> >> 416-488-8777 ext 1 >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> On Wed, Apr 12, 2023 at 12:28=E2=80=AFPM Sarah Powers wrote: >> >>> Hi Tim, >>> >>> I will have the dev team investigate the issue around No Office. Can yo= u >>> please provide any additional examples where this has happened? >>> >>> I do see that the zip code for the client Karen Montani is not in our >>> database of zip codes. I'm attaching what is currently in the system. C= an >>> you please review this and let us know if anything should be added/remo= ved? >>> >>> @Chelsea Lucas @Mona Mukku >>> this record ( >>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017= V00001wm5IeQAI/view) >>> seems to have flipped between the Waterloo location and No Office. Can = we >>> please confirm the Canadian zip codes behave like the US zip codes? >>> >>> Thanks! >>> Sarah >>> >>> On Wed, Apr 12, 2023 at 8:01=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Sarah, >>>> >>>> Is there a timeline for this No Office issue in SF? Please advise on >>>> whether we should build in clearcare as we have a fast start today. >>>> >>>> Thanks >>>> >>>> On Wed, Apr 12, 2023 at 10:56=E2=80=AFAM Joey Taylor >>>> wrote: >>>> >>>>> >>>>> >>>>> ---------- Forwarded message --------- >>>>> From: Taylor Cleland >>>>> Date: Wed, Apr 12, 2023 at 10:07=E2=80=AFAM >>>>> Subject: Karen Montani >>>>> To: Sales Force IT Support >>>>> Cc: Joey Taylor >>>>> >>>>> >>>>> Good Morning, >>>>> >>>>> I believe it has already been brought up that the leads being entered >>>>> into Salesforce are auto changing the Clear Care location to "no offi= ce". >>>>> Prior to converting a client I had switched it to the correct office =