Re: Re: Mary Jane Ramsay - Montreal - [#1442022] - [#1442033]

From
=?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <salesforcesupport@homecareassistance.com>
To
clearcaresupport@homecareassistance.com
CC
joey.taylor@thekey.com, clearcaresupport@thekey.com, salesforcesupport@thekey.com, tt@thekey.com
Date
Mon, 23 Feb 2026 17:11:11 +0000
Folder
INBOX
----==_mimepart_699c8a2f5221_206178be5aa482676842 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Joseph,=C2=A0 =E2=80=8BWas the original Wellsky account this one? htt= ps://montreal.clearcareonline.ca/clients/1000000000077742/=C2=A0 If tha= t's the case, I'll ask the integrations team why this happened Max = =0D =0D On=0D Mon, 23 Feb at 12:07 PM=0D , Clearcare Support Team wrote:=0D =0D =0D =0D =0D =0D =0D =0D =0D Hi=C2=A0JosephTaylor,=C2=A0 =0D =0D =0D =0D Unfortunately wellsky doesn't have the ability to merge profiles you wil= l have to choose the profile you wish to keep active and manually enter t= he data if there is any missing and you can then delete the duplicate pro= file in wellsky .=C2=A0 =0D =0D =0D =0D =0D =0D Thanks,=C2=A0 =0D =0D Briana=C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On=0D =0D Mon, 23 Feb at 11:59 AM=0D =0D , JosephTaylor wro= te:=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Good Afternoon, We have a returning client in Montreal (more than 90 da= ys since care) so I had to create a new opportunity on the client's accou= nt in SF. Normally once I push this through, it reopens the clients profi= le in Wellsky. This time, it created a completely new profile in Wellsky.= =C2=A0 Wellsky: https://montreal.clearcareonline.ca/clients/100000000011= 1766/ and=C2=A0 https://montreal.clearcareonline.ca/clients/1000000000077= 742/ SalesForce:=C2=A0 https://homecareassistance.lightning.force.com/li= ghtning/r/Account/001UH00000NK5WHYA1/related/Opportunities/view Can we p= lease merge the 2 wellsky accounts and investigate why this issue occurre= d=C2=A0to prevent it from happening again in future. Thank you, =0D =0D Joey Taylor =0D =0D Directeur G=C3=A9n=C3=A9ral/General Manager =0D =0D 514-907-5065 =0D =0D TheKey.ca=C2=A0=C2=A0=0D =0D =0D =0D =0D =0D ----==_mimepart_699c8a2f5221_206178be5aa482676842 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi Joseph,=C2=A0 =0D =E2=80=8BWas the original Wellsky account this one? https://montreal.clearcareonline.ca/clients/1000000000077742/ =C2=A0 =0D =0D If that's the case, I'll ask the integrations team why t= his happened Max =0D =0D =0D =0D =0D =0D =0D On=0D Mon, 23 Feb at 12:07 PM=0D , Clearcare Suppor= t Team &lt;clearcaresupport@homecareassistance.com&gt; wrote:=0D =0D =0D =0D =0D =0D =0D =0D =0D =0D Hi=C2=A0JosephTaylor,=C2=A0 =0D =0D =0D =0D Unfortunately wellsky doesn't have the ability to merge = profiles you will have to choose the profile you wish to keep active and = manually enter the data if there is any missing and you can then delete t= he duplicate profile in wellsky .=C2=A0 =0D =0D =0D =0D <b

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