Re: Salesforce

From
Carolina Orosa <corosa@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
Date
Tue, 15 Feb 2022 11:30:07 -0800
Folder
INBOX
Yes, not sure why it's now showing on my end. Anyway, we can review next
week when I get back. Thanks

On Tue, Feb 15, 2022 at 10:19 AM Timothy Thomas <tt@homecareassistance.com>
wrote:

> Hi Carolina,
>
> I just ran the New client report for Vancouver and found Sheila Rathler.
> It seems you have two new clients from last week.
>
> Is this correct?
>
> On Mon, Feb 14, 2022 at 7:17 PM Carolina Orosa <
> corosa@homecareassistance.com> wrote:
>
>> HI there,
>>
>> Sigh, having Salesforce issues again. I ran the opportunities report and
>> for some reason, Sheila Rathler is not appearing in either the new Client
>> report or the Opportunities report. Our case manager converted her to a
>> Client using Salesforce and an account was created for her in ClearCare so
>> not sure why it's not being reflected in Salesforce.
>>
>> Do you mind having a look when you have time?
>>
>> Thank you!
>>
>> --
>>
>> Carolina Orosa
>> President and Chief Operating Officer
>> Home Care Assistance
>> 1861 Marine Drive,
>> West Vancouver, BC V7V1J7
>> ph:   (778) 279-3634
>> fax:  (778) 279-3635
>> website: *www.homecareassistancevancouver.ca
>> <http://homecareassistancevancouver.ca/>*
>> https://www.youtube.com/watch?v=RX_4cCVybg8
>>
>>
>
> --
> 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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>


-- 

Carolina Orosa
President and Chief Operating Officer
Home Care Assistance
1861 Marine Drive,
West Vancouver, BC V7V1J7
ph:   (778) 279-3634
fax:  (778) 279-3635
website: *www.homecareassistancevancouver.ca
<http://homecareassistancevancouver.ca/>*
https://www.youtube.com/watch?v=RX_4cCVybg8