Thanks Amanda
I did not know that I could do that from Admin - I am so sorry to bother
you and Tim with that as I used to just change it as I entered it so this
is just a different process for me now - could be as I am the owner of it
now which is new
Sharon
Sharon, Speirs
General Manager
Vancouver, BC
Office: 778.279.3634
sspeirs@thekey.com
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Fri, Apr 4, 2025 at 10:36 AM Amanda Maldonado <
salesforcesupport@homecareassistance.com> wrote:
> Hi Sharon,
>
> While logged in as you, I am able to change the Intake Manager for all of
> these opportunities. From the opportunity, click the Admin tab, and select
> the pencil on the Intake Owner field. Please attempt this and let me know
> if you are getting an error. I have already completed the change for
> Gisela, William, and Julie. If you could please attempt to change the
> Intake Manager for Barbara and let me know.
>
>
> Thanks,
>
> Amanda Maldonado
>
>
> On Fri, 4 Apr at 1:16 PM , SharonSpeirs <sspeirs@homecareassistance.com>
> wrote:
> Hi there
> As I am putting any client into the Sales force - my name automatically is
> in as the intake manager and I cannot edit it. The following need to have
> Cheryl as the intake manager
> The clients are in Vancouver accounts
>
> GiselaToth
> William Penauld
> Julie Callard
> Barbara Winger
>
>
> Sharon, Speirs
>
> General Manager
> Vancouver, BC
> Office: 778.279.3634
> sspeirs@thekey.com
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>
>
>
>
>
>
>
> On Fri, Apr 4, 2025 at 9:16 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Sharon please let Amanda know what records you cannot modify.
>>
>> On Fri, Apr 4, 2025 at 12:01 PM Amanda Maldonado <
>> salesforcesupport@homecareassistance.com> wrote:
>>
>>> Hi Timothy,
>>>
>>> Sorry for the delay. Can you send the link to the opportunity you are
>>> trying to update. I am able to change Intake Manager as Sharon for opps
>>> when testing. It may be related to the access of the associated account /
>>> clear care location specifically.
>>>
>>> Thanks,
>>> Amanda Maldonado
>>>
>>>
>>>
>>> On Thu, 3 Apr at 3:43 PM , Timothy Thomas <tt@thekey.com> wrote:
>>> Hi,
>>>
>>> Sharon Speirs, GM in Vancouver, has lost the ability to edit the intake
>>> owner in SF. Could you explain why this ability has been restricted?
>>>
>>> Thanks
>>>
>>> --
>>>
>>> *Tim Thomas*
>>> Head of Midwest & Canada Divisions | *TheKey*
>>> Mobile: 514.591.9387
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>> 1086915:611100
>