--000000000000426b110642e12cee Content-Type: text/plain; charset="UTF-8" Hello team! We are pleased to report that we have some updates to the CEA Dashboard in Salesforce that will make viewing, locating and managing your CEAs much easier! *What's New:* - The Main Dashboard is now filterable by Region and Site. This main dashboard will now replace any site-specific dashboards you may have previously used, and will be the only CEA Dashboard that will be maintained going forward, so please use the filtering option to narrow down your view as needed. (*Dashboards* -> search *Client Experience Alert Dashboard*) - A new report showing All Open CEAs (dating back to 9/29/25) has been created to help you see which CEAs are still open and needing follow up, action or closure. As a reminder, the goal is to have CEAs closed out once the issue has been resolved. - New reports showing the most frequent type of Client Experience Alerts and Client Statuses for the last 60 days. *Helpful Reminders:* - If you are a Salesforce User, entering CEAs directly into Salesforce (as opposed to using the external form) is the most efficient way to add detail and ensure easy visibility. Any CEA submitted via the external form will need to have the Client Account manually attached to the CEA after submission to allow it to be associated with your site or region. - While weekly office hours have ceased, Megan Harris or Bee Scherer are always available to help with troubleshooting or any issues you may have! The CEA Playbook has been updated with more detailed information. As always, please let us know if you have any questions! Bridgett Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 --000000000000426b110642e12cee Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello team! We are plea= sed to report that we have some updates to the CEA Dashboard in Salesforce = that will make viewing, locating and managing your CEAs much easier! What's New: The Main= Dashboard is now filterable by Region and Site. This main dashboard will n= ow replace any site-specific=C2=A0dashboards you may have previously used, = and will be the only CEA Dashboard that will be maintained=C2=A0going forwa= rd, so please use the filtering option to=C2=A0narrow down your view as nee= ded. ( Dashboards -> search Client Experience Alert Dashboard ) A new report showing All Open CEAs (dating back to 9/29/25) has= been created to help you see which CEAs are still open and needing follow = up, action or closure. As a reminder, the goal is to have CEAs closed out o= nce the issue has been resolved. New reports showing the most frequ= ent=C2=A0type of Client Experience Alerts and Client Statuses for the last = 60 days. Helpful Reminders: If you are a Salesforce User, entering CEAs directly into Salesf= orce (as opposed to using the external form) is the most efficient way to a= dd detail and ensure easy visibility. Any CEA submitted via the external fo=