Hi Aaron,
It seems that all the client managers that were assigned to our clients
were removed. I am working on putting them all back on which should fix
the problem. If not, I'll reach back out.
Cheryl
On Fri., Mar. 11, 2022, 12:12 p.m. Aaron Baik, <
salesforcesupport@homecareassistance.com> wrote:
> Hi Cheryl,
>
> Can you give me some example clients that are affecting the AP?
>
>
> Thanks,
>
> Aaron Baik
>
>
>
> On Fri, 11 Mar at 10:40 AM , Cheryl Cartwright <
> ccartwright@homecareassistance.com> wrote:
> Hi Sarah and Aaron,
>
> All of our existing clients (ones we have had for years and long before
> salesforce) are all sitting in our opportunities still. This has also
> somehow affected the analytics portal as now all our CCM's can see are
> clients that started after Jan 1 which affects their bonuses.
>
> Can you please advise?
>
> Cheryl
>
> On Tue, Mar 8, 2022 at 11:34 AM Cheryl Cartwright <
> ccartwright@homecareassistance.com> wrote:
>
>> Hi Aaron,
>>
>> Gerry hasn't been a client for years. He was a client for about 5 or 6
>> years previously and I owned that account. I can change the owner but why
>> is a client from the past even popping up as an active client on our
>> account?
>>
>> Cheryl
>>
>> On Fri., Mar. 4, 2022, 6:07 a.m. Aaron Baik, <
>> salesforcesupport@homecareassistance.com> wrote:
>>
>>> Hi Cheryl,
>>>
>>> Please see my response on the other tickets. If there is no revenue tied
>>> to the Person Account, please have the office transfer the Opportunity over
>>> to the new office by editing the Owner field on the Opportunity and Person
>>> Account to a user in the new office if there is No Revenue or services. If
>>> there is revenue or services, please create a new person account and
>>> convert the opportunity to a client. We want the revenue separated for each
>>> office for historical data.
>>>
>>>
>>> Thanks,
>>>
>>> Aaron Baik
>>>
>>>
>>>
>>> On Wed, 2 Mar at 10:11 AM , Cheryl Cartwright <
>>> ccartwright@homecareassistance.com> wrote:
>>> Office has taken ownership of the opportunity and will handle all
>>> subsequent follow-ups.
>>>
>>>
>
> --
> *Cheryl Cartwright*
> Director of Care
> Home Care Assistance
> Office: 416-488-8777 <4164888777>
> Toronto, ON (EST)
> torontohomecareassistance.ca <https://www.torontohomecareassistance.ca/>
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