--0000000000001800d70630cb6a46 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable +Renee Drobek could this be an integration issue? Ashley Mirone SVP of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] On Thu, Mar 20, 2025 at 12:13=E2=80=AFPM Christopher Reese wrote: > Thanks Tim, > > Does anyone know if there is a way to know who changed the referral sourc= e > on these examples? > > Chris > > > On Thu, Mar 20, 2025 at 11:19=E2=80=AFAM Timothy Thomas w= rote: > >> FYI >> >> ---------- Forwarded message --------- >> From: Joey Taylor >> Date: Fri, Feb 28, 2025 at 9:45=E2=80=AFAM >> Subject: Re: Village Crest Center >> To: Christopher Reese >> Cc: Timothy Thomas , Cristal Munoz >> >> >> Hey Chris, >> >> I don't think it was an error as we have noticed it in the past (too man= y >> coincidences to be an accident). >> Both these accounts (Jade Walters and Village Crest) are entered as >> referral sources for multiple Montreal active clients (this does not >> include the 1000s of clients we have deactivated within the past few >> years). I am not sure if someone is linked to these accounts/is getting = a >> bonus for them but it is something to look into. >> >> *Jade Walters Nash - Personal Network:* >> 1. Dr. Shanta Khoday & Dr. Tukaram >> >> 2. Cecilia Louison >> >> >> *Village Crest Center:* >> 1. Giuseppa Gucciardi Sanalitro >> >> 2. Jean-Paul Lefebvre >> >> 3. Nicodemo "Nick" Alfino >> >> 4. Robert & Agnes Kardos >> >> 5. Sheila Rudberg >> >> >> >> On Thu, Feb 27, 2025 at 6:35=E2=80=AFPM Christopher Reese > christopher.reese@thekey.com> wrote: >> >>> Hey Joey, >>> >>> I wasn't able to identify in Salesforce who altered this, but it could >>> be user error on my part. Can you tell who did it? >>> >>> Chris >>> >>> >>> On Thu, Feb 27, 2025 at 6:33=E2=80=AFAM Joey Taylor >>> wrote: >>> >>>> Good Morning, >>>> >>>> Chery raised this concern with me a couple of weeks ago and now that I >>>> have been looking out for it. Someone is going into Montreal Opportuni= ties >>>> as well as SOC that we started months ago and changing the referral pa= rtner >>>> to Village Crest Center. I have noticed this in the past and have alwa= ys >>>> changed it back to what it was entered as not thinking much of it. Her= e is >>>> an example of one I have not touched. >>>> >>>> >>>> https://homecareassistance.lightning.force.com/lightning/r/Account/001= UH00000FuLHFYA3/view >>>> >>>> Thanks, >>>> >>>> Joey Taylor >>>> >>>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>>> >>>> 514-907-5065 >>>> >>>> TheKey.ca >>>> >>>> [image: TheKey] >>>> >>> >>> >>> -- >>> >>> Christopher Reese >>> >>> Director of Inside Sales | TheKey >>> >>> Mobile: 602.402.2255 >>> >>> >>> >>> >> >> -- >> >> Joey Taylor >> >> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >> >> 514-907-5065 >> >> TheKey.ca >> >> [image: TheKey] >> > > > -- > > Christopher Reese > > Director of Inside