Great, thank you so much for your help Sarah.
Have a great day!
Taylor Cleland
*Client Solution Manager*
416-488-8777 ext 1
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Wed, Apr 12, 2023 at 1:53 PM Sarah Powers <spowers@thekey.com> wrote:
> Hi Taylor,
>
> I changed the opportunity back to Assessment Completed so you can re-mark
> it as closed won to trigger the integration.
>
>
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V000028BHrcQAG/view
>
> Thanks!
> Sarah
>
> On Wed, Apr 12, 2023 at 10:09 AM Taylor Cleland <tcleland@thekey.com>
> wrote:
>
>> Hi Sarah,
>>
>> It had happened to all the leads I put in yesterday but this morning it
>> allowed me to go back in and change them. I originally thought Karen
>> Montani was successfully changed to "Waterloo" but after pushing it through
>> to Clear Care, I noticed Karen wasn't in Clear Care and in Salesforce it
>> was showing "No Office" again. The location for Karen is correct now, but
>> still isn't coming up in Clear Care, is there a way we can retrieve Karen
>> Montani in Clear Care?
>>
>> I will look through the Canadian Zip code attachment.
>>
>>
>> Thank you,
>>
>> Taylor Cleland
>>
>> *Client Solution Manager*
>>
>> 416-488-8777 ext 1
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>>
>> On Wed, Apr 12, 2023 at 12:28 PM Sarah Powers <spowers@thekey.com> wrote:
>>
>>> Hi Tim,
>>>
>>> I will have the dev team investigate the issue around No Office. Can you
>>> please provide any additional examples where this has happened?
>>>
>>> I do see that the zip code for the client Karen Montani is not in our
>>> database of zip codes. I'm attaching what is currently in the system. Can
>>> you please review this and let us know if anything should be added/removed?
>>>
>>> @Chelsea Lucas <chelsea.lucas1@concentrix.com> @Mona Mukku
>>> <mona.mukku@concentrix.com> this record (
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001wm5IeQAI/view)
>>> seems to have flipped between the Waterloo location and No Office. Can we
>>> please confirm the Canadian zip codes behave like the US zip codes?
>>>
>>> Thanks!
>>> Sarah
>>>
>>> On Wed, Apr 12, 2023 at 8:01 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Hi Sarah,
>>>>
>>>> Is there a timeline for this No Office issue in SF? Please advise on
>>>> whether we should build in clearcare as we have a fast start today.
>>>>
>>>> Thanks
>>>>
>>>> On Wed, Apr 12, 2023 at 10:56 AM Joey Taylor <joey.taylor@thekey.com>
>>>> wrote:
>>>>
>>>>>
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: Taylor Cleland <tcleland@thekey.com>
>>>>> Date: Wed, Apr 12, 2023 at 10:07 AM
>>>>> Subject: Karen Montani
>>>>> To: Sales Force IT Support <salesforcesupport@homecareassistance.com>
>>>>> Cc: Joey Taylor <joey.taylor@thekey.com>
>>>>>
>>>>>
>>>>> Good Morning,
>>>>>
>>>>> I believe it has already been brought up that the leads being entered
>>>>> into Salesforce are auto changing the Clear Care location to "no office".
>>>>> Prior to converting a client I had switched it to the correct office but
>>>>> didn't notice it switched back to "no office". The client, Karen Montani
>>>>> has now been converted but is not showing up in Clear Care.
>>>>>
>>>>> This client is expected to be discharged from Hospital today, starting
>>>>> care tonight or tomorrow morning so if this can be fixed as soon as
>>>>> possible that would be greatly appreciated.
>>>>>
>>>>>
>>>>> Thank you,
>>>>>
>>>>> Taylor Cleland
>>>>>
>>>>> *Client Solution Manager*
>>>>>
>>>>> 416-488-8777 ext 1
>>>>>
>>>>> TheKey.ca <https://thekey.ca/>
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> Joey Taylor
>>>>>
>>>>> *Regional Care Solutions Manager*
>>>>>
>>>>> 514-907-5065
>>>>>
>>>>> TheKey.ca <https://thekey.ca/>
>>>>>
>>>>> [image: TheKey]
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>