Thank you for the clarification. Let's please keep it where it has always
been as this is how everyone has been trained. Thanks!!
On Tue, Mar 18, 2025 at 7:32 AM Amanda Maldonado <
salesforcesupport@homecareassistance.com> wrote:
> Hi Audra,
>
> It was inadvertently removed last Friday when we deployed a new page
> layout.
>
> Joseph,
>
> It is on the Primary tab, under the Referred by Client Account field, as
> suggested in Audra's screenshot. Please let me know if it should be moved
> to the Admin tab.
>
>
> Thanks,
>
> Amanda Maldonado
>
>
> On Mon, 17 Mar at 5:32 PM , Salesforce Support <
> salesforcesupport@homecareassistance.com> wrote:
> Thank you for helping with this Amanda! Do you know how long this field
> has not been available and what triggered the removal?
>
> Best,
>
> On Mon, Mar 17, 2025 at 2:27 PM Joey Taylor <joey.taylor@thekey.com>
> wrote:
>
>> Good Afternoon Amanda,
>>
>> I still do not see it there? Is it because this client has been converted?
>>
>> Thank you,
>>
>> On Mon, Mar 17, 2025 at 5:13 PM Amanda Maldonado <
>> salesforcesupport@homecareassistance.com> wrote:
>>
>>> Hi Joseph,
>>>
>>> This field has been added back to the page layout.
>>>
>>> Thanks,
>>>
>>> Amanda Maldonado
>>>
>>>
>>> On Mon, 17 Mar at 4:21 PM , Salesforce Support <
>>> salesforcesupport@homecareassistance.com> wrote:
>>> It should look like the below, Amanda. Where you see "Internal Employee
>>> Referral" is where we free text the CG or internal employee name.
>>>
>>>
>>> On Mon, Mar 17, 2025 at 1:19 PM Joey Taylor <joey.taylor@thekey.com>
>>> wrote:
>>>
>>>> Hey Audra!!
>>>>
>>>> Looks like it has been removed.
>>>>
>>>> On Mon, Mar 17, 2025 at 4:12 PM Audra Williams <audraw@thekey.com>
>>>> wrote:
>>>>
>>>>> That is correct, Joey! Is the drop down no longer there?
>>>>>
>>>>> Best,
>>>>>
>>>>> On Mon, Mar 17, 2025 at 10:01 AM Joey Taylor <joey.taylor@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Good Afternoon,
>>>>>>
>>>>>> Caregivers should not be referral accounts. Normally, under the " Referred
>>>>>> by Client Account", there would an option to put the operations team member
>>>>>> or the caregiver who referred the employee for tracking purposes.
>>>>>>
>>>>>> On Mon, Mar 17, 2025 at 12:52 PM Amanda Maldonado <
>>>>>> salesforcesupport@homecareassistance.com> wrote:
>>>>>>
>>>>>>> Hi Joseph,
>>>>>>>
>>>>>>> Sorry, I am not understanding. Are you needing a referral account
>>>>>>> created for Elvira Espinosa?
>>>>>>>
>>>>>>> If so, can you provide me with the required details to create an
>>>>>>> account:
>>>>>>>
>>>>>>> - Account Name
>>>>>>> - Category / Subcategory
>>>>>>> - Priority Level
>>>>>>> - Phone
>>>>>>> - Business Type
>>>>>>> - Brick & Mortar - Requires Address
>>>>>>> - Virtual / N/A - Requires ClearCare location
>>>>>>>
>>>>>>>
>>>>>>> Thanks,
>>>>>>> Amanda Maldonado
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Joey Taylor
>>>>>> *Directeur Général/**General Manager*
>>>>>> 514-907-5065
>>>>>> TheKey.ca <https://thekey.ca/>
>>>>>> [image: TheKey]
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> *Audra N. Williams*
>>>>> Director, Divisional Operations | TheKey
>>>>> Mobile: 425.757.7027
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>>
>>>>
>>>> --
>>>> Joey Taylor
>>>> *Directeur Général/**General Manager*
>>>> 514-907-5065
>>>> TheKey.ca <https://thekey.ca/>
>>>> [image: TheKey]
>>>>
>>>
>>>
>>> --
>>> *Audra N. Williams*
>>> Director, Divisional Operations | TheKey
>>> Mobile: 425.757.7027
>>>
>>> <http://www.thekey.com>
>>>
>>>
>>
>> --
>> Joey Taylor
>> *Directeur Général/**General Manager*
>> 514-907-5065
>> TheKey.ca <https://thekey.ca/>
>> [image: TheKey]
>>
>
>
> --
> *Audra N. Williams*
> Director, Divisional Operations | TheKey
> Mobile: 425.757.7027
>
> <http://www.thekey.com>
>
> 1077048:611100
>
*Audra N. Williams*
Director, Divisional Operations | TheKey
Mobile: 425.757.7027
<http://www.thekey.com>