--0000000000003a160205d919f5ac Content-Type: text/plain; charset="UTF-8" Hi Cheryl, That is how it's set up at the moment, yes. We can update settings, would you like it so you can only view Toronto's information in Salesforce? Thanks, Sarah On Mon, Feb 28, 2022 at 12:26 PM Cheryl Cartwright wrote: > Thank you Sarah. One other thing, our home page seems to have everyone on > it and we have to punch in Toronto in order to see our own stuff each time. > Is this normal? > > On Mon, Feb 28, 2022 at 3:19 PM Sarah Powers spowers@homecareassistance.com> wrote: > >> Hi Cheryl, >> >> Thank you for flagging this! They should have come in as closed won, and >> not showed up under Assessment Pending. We will clean this up for you so >> all opportunities associated with clients that have started will be updated >> to be closed won and ultimately removed from the home page. >> >> Thanks! >> Sarah >> >> On Mon, Feb 28, 2022 at 12:02 PM Cheryl Cartwright > ccartwright@homecareassistance.com> wrote: >> >>> Hi Sarah, >>> >>> The new dashboard is great, thank you. Why did all of our long time >>> existing clients though populate into "Assessment Pending" on the homepage? >>> I can't even get rid of them as it won't even allow me to click on the red >>> flag and mark things as completed. That said, I feel this shouldn't have >>> even happened and will be very time consuming if I have to go through all >>> our clients in Salesforce and mark a bunch of steps when they are already >>> years long clients. >>> >>> Can you advise? >>> >>> Cheryl >>> >>> -- >>> *Cheryl Cartwright* >>> Director of Care >>> Home Care Assistance >>> Office: 416-488-8777 >>> Toronto, ON (EST) >>> torontohomecareassistance.ca >>> --- >>> Read Our Testimonials >>> Join Our Newsletter >>> >>> We Are Hiring! >>> >>> >>> Champions of Longevity >>> ccartwright@homecareassistance.com >>> >> >> >> -- >> Sarah Powers >> Information Systems Manager >> Home Care Assistance >> Direct: 925-453-9302 >> 221 Main Street, Suite 520 >> San Francisco, CA 94105 >> www.homecareassistance.com >> --- >> Read Our Testimonials >> Join Our Newsletter >> >> We Are Hiring! >> >> >> Champions of Aging Well >> >> > > -- > *Cheryl Cartwright* > Director of Care > Home Care Assistance > Office: 416-488-8777 > Toronto, ON (EST) > torontohomecareassistance.ca > --- > Read Our Testimonials > Join Our N