Hi Tim, I have given you a different access in Salesforce. You should be able to see all of the Canada data in Salesforce. Please log out and log back in. If you have any issues, please let me know. Thanks, Aaron Baik
On
Wed, 9 Feb at 3:24 PM
, Timothy Thomas <tt@homecareassistance.com> wrote:
No, to clarify, I'm only asking that I have access to data across Canada.
Thank you!
On Wed, Feb 9, 2022 at 2:03 PM Aaron Baik <sfit@homecareassistance.com> wrote:
Hi Tim,
In the mean time, I will confirm here once I have completed the Canada access. Question, should all the Canada locations be able to see each others Canada salesforce data?
Thanks,
Aaron Baik
On
Wed, 9 Feb at 2:02 PM
, Aaron Baik <sfit@homecareassistance.com> wrote:
Hi Tim,
Unfortunately, the way the ClearCare agency locations are set up, I wouldn't be able to consolidate them in Salesforce into one location. Which is why I told the Vancouver team to use the white rock office instead in Salesforce. I have included Sarah Powers in this email to see if she can help further clarify this.
Thanks,
Aaron Baik
On
Wed, 9 Feb at 1:50 PM
, Timothy Thomas <tt@homecareassistance.com> wrote:
Yes please. Thanks Aaron.
Is it also possible to consolidate the Vancouver locations? They currently have three locations coming up, HCA, Loving Home Care and White Rock. For the time being they've been entering all leads under the white rock office. It would be ideal to have that titled as HCA Vancouver.
Thanks again,
Tim
--
Timothy Thomas
Head of Canada
Home Care Assistance
Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
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