--000000000000d6374f064c0da285 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great! Thanks! *Regards,* *Liesel Springall, MHA* *Lead Home Care Advisor* liesel.springall@thekey.com Office: (773) 747-7911 https://thekey.com On Mon, Mar 2, 2026 at 9:00=E2=80=AFAM Bryan Carter wrote: > Team, > > Bee and I are excited to announce another update to the automated AX > scheduled email sent when an AX is scheduled through Salesforce. > > Effective immediately, the address displayed on the email has been update= d > to reflect the actual address entered for the assessment, which is now > required for any in-person for fast start assessment type. > > Please let me know if you have any questions. Have a great week! > > Thank you. > -- > Bryan Carter > VP of Inside Sales > bryan.carter@thekey.com > Mobile: (901) 489-3960 > https://thekey.com > > > > On Fri, Feb 6, 2026 at 4:45=E2=80=AFPM Bryan Carter > wrote: > >> Hello Team, >> >> Happy Friday! Bee and I are excited to announce additional enhancements >> to this automated email process. I want to give a special shout out to o= ur >> Salesforce team for being a great partner and taking quick action to add >> the below updates that are now live. >> >> *Summary of Updates:* >> >> >> - Removed the General Office and Client Success email distribution >> lists >> - Added the Intake Owner from the Opportunity >> - Updated Client Summary to display the AI-generated summary from >> Salesforce >