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
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