--0000000000001f8adc0604b58c00 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Oh Perfect!! I just made the change!! Thank you very much for the information and quick response!!! On Wed, Sep 6, 2023 at 2:54=E2=80=AFPM Sarah Powers wrote: > Hi JosephTaylor, > > Ah, I see it now. The client is not appearing on the report because it is > not tied to any Care Solution Manager for the conversion credit. This is > found under the Admin tab on the opportunity layout. You'll need to eithe= r > adjust it or have it requested to be adjusted through the "Request > Conversion Credit" button on the opportunity record. Once it is tied to t= he > right individual it will appear in the report under Canada. > =E2=80=8B > > https://homecareassistance.lightning.force.com/lightning/r/Opportunity/00= 67V00002B2tvfQAB/view > > > Thanks, > > Sarah Powers > > > On Wed, 6 Sep at 2:27 PM , JosephTaylor joey.taylor@homecareassistance.com> wrote: > Hey Sarah, > > Here is the report. If you go to Canada August start of care, you will no= t > see Brian Carpenter included! > > https://analytics.homecareassistance.com/office-reports/care-solutions-ma= nager > > Thanks, > > > On Tue, Sep 5, 2023 at 5:21=E2=80=AFPM Sarah Powers salesforcesupport@homecareassistance.com> wrote: > >> Hi JosephTaylor, >> >> This is the second opportunity that was created: >> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/0= 067V00002B2tvfQAB/view >> =E2=80=8B >> Can you please share what report on the portal you are referencing? >> >> >> Thanks, >> >> Sarah Powers >> >> >> On Tue, 5 Sep at 4:46 PM , JosephTaylor > joey.taylor@homecareassistance.com> wrote: >> Hey Sarah, >> >> Sorry for the late response, I was on PTO and out of the country. This >> client is still not showing as a start in the AP portal. As mentioned >> above, it was reactivated in ClearCare over the weekend by an on-call >> manager, and a new opportunity was not created in SF. Once my team came = in >> Monday, the shift was already complete and it was too late. Is there a w= ay >> to integrate this so it is shown as a new SOC in the analytics portal as= it >> has been more than 90 days since the client had received care? >> >> Thanks >> >> On Thu, Aug 24, 2023 at 1:13=E2=80=AFPM Sarah Powers > salesforcesupport@homecareassistance.com> wrote: >> >>> Hi JosephTaylor, >>> >>> What report are you referencing in the portal where you are not seeing >>> this as a SOC? The second opportunity was automatically created via the >>> integration and should be counting as a new SOC. >>> >>> >>> Thanks, >>> Sarah >>> >>> >>> >>> >> >> -- >> Joey Taylor >> *Regional Care Solutions Manager* >> 514-907-5065 >> TheKey.ca >> [image: TheKey] >> >> > > -- > Joey Taylor > *Regional Care Solutions Manager* > 514-907-5065 > TheKey.ca > [image: TheKey] > > 423028:611100 > --=20 Joey Taylor *Regional Care Solutions Manager* 514-907-5065 TheKey.ca [image: TheKey] --0000000000001f8adc0604b58c00 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Oh Perfect!! I just made the change!! Thank you ver= y much for the information and quick response!!!=C2=A0 On Wed, Sep 6, 2023 = at 2:54=E2=80=AFPM Sarah Powers < salesforcesupport@homecareassistance.com > wrote= : Hi=C2=A0JosephTaylor,=C2=A0 Ah, I see it now. The client is not appearing on the repor= t because it is not tied to any Care Solution Manager for the conversion cr= edit. This is found under the Admin tab on the opportunity layout. You'= ll need to either adjust it or have it requested to be adjusted through the= "Request Conversion Credit" button on the opportunity record. On= ce it is tied to the right individual it will appear in the report under Ca= nada. =E2=80=8B https:= //homecareassistance.lightning.force.com/lightning/r/Opportunity/0067V00002= B2tvfQAB/view Th