--000000000000bb088a05e2805d28 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt! Sorry I don't understand the question. What do you mean by attached account= ? Thank you! On Tue, Jun 28, 2022 at 4:52 AM Matt Vijayan wrote: > Hi all > > Can you please comment on your accounts why there are no referral account= s > attached? > > For Waterloo accounts, they are all both referral consumers and payees. > > Best regards, > > Matt > > > *Matt Vijayan, B.Sc., MBA, CCPE* > > *Home Care Assistance GTA West, Waterloo & Guelph* > > 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 > > Tel: 519-954-2111 > > *2525 Old Bronte Rd, Suite 212, Oakville, ON, > L6M > 4J2 > * > Tel: 905-337-1200 > > *90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 > * > Tel: 289-374-6366 > > > *Champions of Aging Well* > > Begin forwarded message: > > *From:* Jackie Summers > *Date:* June 27, 2022 at 3:47:07 PM EDT > *To:* Ashley Mirone , Anastasia Hurtado ahurtado@homecareassistance.com>, Cash Edwards cedwards@homecareassistance.com>, Sarah Thompson sthompson@homecareassistance.com>, Kevin Stallo kstallo@homecareassistance.com>, Laura Jeros , Matt > Vijayan > *Subject:* *Fwd: Report results (No Account Last 30 Days)* > > =EF=BB=BF > Hello team, > > Can we have you all scan over this list of Clients with REV attached with > no referral acct attached in the last 30 days, connecting with your teams > and updating where necessary. If your HCL should've gotten credit on one = of > the clients - please have them change the referral account on the client > and request marketer credit. > > Jackie Summers > Sales Operations Manager > *Please note my email has changed:* > jsummers@TheKey.com > (951) 675-0413 > TheKey.com > [image: TheKey] > > > ---------- Forwarded message --------- > From: Aaron Baik > Date: Mon, Jun 27, 2022 at 6:00 AM > Subject: Report results (No Account Last 30 Days) > To: ahurtado@homecareassistance.com , > amirone@homecareassistance.com , > jsummers@homecareassistance.com > > > Total Records 55 > > No Account Last 30 Days > > As of 6/27/22 at 6:00 AM =C2=B7 Viewing as Aaron Baik =C2=B7 Report subsc= ription > started by Aaron Baik > OPEN IN SALESFORCE > > > Details > > Filters > All accountsClient Account: Start Of Service: Last 30 DaysAccount Record > Type equals Client AccountClient Account: Referral Account equals > > Summary > Total Records > 55 > > Office=E2=86=91 > Created Date > Account Name > Client Account: Start Of Service > Client Account: Referral Account > Anderson Mill > > (1 record) 6/14/2022 HCA Orientation / On Call > > 6/6/2022 - > Atlanta Home Care Partners > > (1 record) 6/7/2022 Joan McIntyre > > 6/3/2022 - > Canoga Park > > (2 records) 6/4/2022 Candace Pingree > > 6/3/2022 - > 6/4/2022 Joe Roth > > 6/2/2022 - > Centennial > > (1 record) 6/17/2022 Bonnie Andersen > <https://homecareassistance.lightning.force.com/lightning/r/0017V0000