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

From
Joey Taylor <joey.taylor@thekey.com>
To
=?UTF-8?B?TWF4aW1pbGlhbm8gSWLDocOxZXo=?= <salesforcesupport@homecareassistance.com>
CC
clearcaresupport@homecareassistance.com, clearcaresupport@thekey.com, salesforcesupport@thekey.com, tt@thekey.com
Date
Mon, 23 Feb 2026 12:14:31 -0500
Folder
INBOX
--000000000000349f1b064b80e89c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes exactly, that is the original profile. On Mon, Feb 23, 2026 at 12:11=E2=80=AFPM Maximiliano Ib=C3=A1=C3=B1ez wrote: > Hi Joseph, > =E2=80=8BWas the original Wellsky account this one? > https://montreal.clearcareonline.ca/clients/1000000000077742/ > If that's the case, I'll ask the integrations team why this happened > Max > > > > On Mon, 23 Feb at 12:07 PM , Clearcare Support Team clearcaresupport@homecareassistance.com> wrote: > > Hi JosephTaylor, > > 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 the duplicate profil= e > in wellsky . > > > Thanks, > Briana > > > > > On Mon, 23 Feb at 11:59 AM , JosephTaylor wrote: > > Good Afternoon, > > We have a returning client in Montreal (more than 90 days since care) so = I > had to create a new opportunity on the client's account in SF. Normally > once I push this through, it reopens the clients profile in Wellsky. This > time, it created a completely new profile in Wellsky. > > *Wellsky:* > https://montreal.clearcareonline.ca/clients/1000000000111766/ > *and * > https://montreal.clearcareonline.ca/clients/1000000000077742/ > > *SalesForce: * > > https://homecareassistance.lightning.force.com/lightning/r/Account/001UH0= 0000NK5WHYA1/related/Opportunities/view > > Can we please merge the 2 wellsky accounts and investigate why this issue > occurred to prevent it from happening again in future. > > Thank you, > > Joey Taylor > *Directeur G=C3=A9n=C3=A9ral/**General Manager* > 514-907-5065 > TheKey.ca > [image: TheKey] > > 1442033:611100 > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --000000000000349f1b064b80e89c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes exactly, that is the original profile.=C2=A0 = On Mon, Feb 23, 2026 at 12:11=E2=80=AFPM Maximiliano Ib=C3=A1= =C3=B1ez &lt; sa= lesforcesupport@homecareassistance.com &gt; wrote: Hi Joseph,=C2=A0 =E2=80=8BWas the original Wellsky account this one? https://montreal.clearcareonline.ca/clients= /1000000000077742/ =C2=A0 If that&#39;s the case, I&#39;ll ask the integrations team= why this happened Max On Mon, 23 Feb at 12:07 PM , Clearcare Support Team &lt; clearcare= support@homecareassistance.com &gt; wrote: Hi=C2=A0JosephTaylor,=C2=A0 Unfortunately wellsky doesn&#39;t have the ability to merg= e 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 the= duplicate profile in wellsky .=C2=A0

Thread (2)