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
Tue, 24 Feb 2026 12:11:33 -0500
Folder
INBOX
--0000000000004255b5064b94fb21 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Any update on this? Thank you, On Mon, Feb 23, 2026 at 2:16=E2=80=AFPM Joey Taylor wrote: > Good Afternoon, > > I have another returning client for Montreal (Patricia Leblanc): > > https://montreal.clearcareonline.ca/clients/1000000000070303/ > *and * > > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 6UH00000ag9JtYAI/view > > I don't want to push it through SF until the issue is resolved because > that would create duplicate profiles in Wellsky which we are trying to > avoid since these profiles can't merge. > > Please advise as soon as you have a resolution, > > > > On Mon, Feb 23, 2026 at 12:14=E2=80=AFPM Joey Taylor > wrote: > >> Yes exactly, that is the original profile. >> >> On Mon, Feb 23, 2026 at 12:11=E2=80=AFPM Maximiliano Ib=C3=A1=C3=B1ez > salesforcesupport@homecareassistance.com> 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 en= ter >>> the data if there is any missing and you can then delete the duplicate >>> profile 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) s= o >>> I had to create a new opportunity on the client's account in SF. Normal= ly >>> once I push this through, it reopens the clients profile in Wellsky. Th= is >>> 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/001U= H00000NK5WHYA1/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 >>> >> >> >> -- >> >> Joey Taylor >> >> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >> >> 514-907-5065 >> >> TheKey.ca >> >> [image: TheKey] >> > > > -- > > Joey Taylor > > *Directeur G=C3=A9n=C3=A9ral/**General Manager* > > 514-907-5065 > > TheKey.ca > > [image: TheKey] > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheK

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