--000000000000a7c5070630cc5d29 Content-Type: multipart/alternative; boundary="000000000000a7c5050630cc5d28" --000000000000a7c5050630cc5d28 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey there, I looked through the history of the record and can see on 10/11/24, Lilian Ciesco updated what was a Word of Mouth account to be named Village Crest Center. Account: https://homecareassistance.lightning.force.com/lightning/r/Account/0015e000= 00QMExoAAH/view [image: image.png] A couple things: - Should look into how Lilian was able to edit/make sure users are not able to edit accounts they do not own. - To clean this up, the account name will need to be changed back to Word of Mouth. In addition, anything that came in after the 10/11/2024 date will need to be reviewed to see if it should be Word of Mouth or tied to the actual Village Crest Center account (here: https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000= 008sjrZYAQ/view ) On Thu, Mar 20, 2025 at 1:46=E2=80=AFPM Timothy Thomas wrot= e: > adding @Sarah Powers @John Champagne > > > On Thu, Mar 20, 2025 at 3:47=E2=80=AFPM Ashley Mirone wrote: > >> +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 > christopher.reese@thekey.com> wrote: >> >>> Thanks Tim, >>> >>> Does anyone know if there is a way to know who changed the referral >>> source on these examples? >>> >>> Chris >>> >>> >>> On Thu, Mar 20, 2025 at 11:19=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> 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 >>>> many 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 gettin= g 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