--0000000000008c227905f80ee1b5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chelsea, I (Dennis Fancy) am the account owner in Salesforce because it was changed *after* it was pushed through to ClearCare. The problem is that it is still showing up incorrectly in the Analytics Portal. We need to change it so that I get credit in the Analytics Portal for the two closed clients, not Cathy Gerth. Aaron was able to do this for us when it had happened previously. Furthermore, I do not need to be associated with the Client Care Manager field as this is unrelated to my role. Please let me know if you have any questions. Dennis Fancy, BSP Care Solutions Manager TheKey.ca [image: TheKey] On Wed, Mar 29, 2023 at 2:14=E2=80=AFPM Chelsea Lucas wrote: > Hi Dennis, > > Dennis is the account owner on both of these client accounts. Does he als= o > need to be in the Client Care Manager field? > > > Thanks, > Chelsea > > > > On Tue, 28 Mar at 12:04 PM , Dennis Fancy > wrote: > Hi Salesforce Support, > > I am emailing again about an issue that remains unresolved. There are two > closed clients for March 2023 listed under *Cathy Gerth *but should be > listed under *Dennis Fancy*. This pertains to the "Care Solution Manager > Incentives." > > The clients that need to be corrected are: > > 1. Ernst "Bill" Jabs > 2. Tiiu (Molly) Garnes #1625244 > > Thank you for your attention to this matter. > > Sincerely, > > Dennis Fancy, BSP > Care Solutions Manager > > TheKey.ca > > [image: TheKey] > > 199994:611100 > --0000000000008c227905f80ee1b5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chelsea, I (Dennis Fancy) am the acc= ount owner in Salesforce because it was changed after it was pushed = through to ClearCare. The problem is that it is still showing up incorrectl= y in the Analytics Portal. We need to change it so that I get credit in the= Analytics Portal for the two closed clients, not Cathy Gerth. Aaron was ab= le to do this for us when it had happened previously.=C2=A0 Furthermore, I do not need to be associated with the Client Care = Manager field as this is unrelated to my role. Ple= ase let me know if you have any questions. Dennis Fancy, BSP Care Soluti= ons Manager TheKey.ca = On Wed= , Mar 29, 2023 at 2:14=E2=80=AFPM Chelsea Lucas < salesforcesupport@homecareassistance.c= om > wrote: Hi=C2=A0Dennis,