--0000000000002da27e05da5cdf57 Content-Type: text/plain; charset="UTF-8" Hi All, This is related to a bug we are experiencing in clients being pushed from ClearCare into Salesforce. We are investigating this with the integrations team and will respond here once we have this resolved! Thanks, Sarah On Wed, Mar 16, 2022 at 2:37 PM Aaron Baik wrote: > Hi Cheryl, > > If clients are active and receiving services, but the Opportunity is still > sitting in Assessments, they need to be moved to Closed Won. I was > wondering if you had a list of clients that I could look at. > Aaron Baik > Help Desk Specialist > * Please note my email has changed: * > abaik@thekey.com > 650-400-2856 > TheKey.com > [image: TheKey] > > > On Wed, Mar 16, 2022 at 12:56 PM Cheryl Cartwright ccartwright@homecareassistance.com> wrote: > >> I can see the clients have now been added to our active client lists but >> I just want to make sure then that Taylor is compensated for them as they >> have passed the 5000k threshold in a few cases as well a few have crossed >> the three month retention mark. >> >> Please let me know how the report reads when it's run again >> >> Thank you Sarah and Aaron for moving them over. I do see they are still >> sitting in Assessments as well. Is this how it should be? >> >> Cheryl >> >> On Wed., Mar. 16, 2022, 3:53 p.m. Timothy Thomas, > tt@homecareassistance.com> wrote: >> >>> Hi Sarah, >>> >>> Can you get back to me on this one because it's also throwing off the >>> CCM incentives that Rebecca pulls for Toronto. >>> >>> Thanks! >>> >>> On Wed, Mar 16, 2022 at 3:34 PM Cheryl Cartwright >> ccartwright@homecareassistance.com> wrote: >>> >>>> I just realized that all our Stacks for Toronto are also not accurate >>>> if our new clients are not actually in our Current Client Accounts list. >>>> When they look at new starts and retention ours is not showing as these >>>> clients were populated into Assessments or Opportunities. It's really >>>> important that these get fixed for statistical purposes as well as our CCM >>>> bonus plans. >>>> >>>> Please advise, >>>> >>>> Cheryl >>>> >>>> On Wed, Mar 16, 2022 at 11:14 AM Cheryl Cartwright >>> ccartwright@homecareassistance.com> wrote: >>>> >>>>> Good Morning Everyone, >>>>> >>>>> As you all know, when the homepage was created all our current clients >>>>> were filtered into Opportunities. I can see many of these have been fixed >>>>> but there are several clients still missing from our client account list. >>>>> This of course is affecting our AP and therefore our CCM's bonus. Below is >>>>> the list of clients that Taylor should be receiving bonuses on and you will >>>>> see several are not in our current client account list in Salesforce >>>>> despite being "closed won" >>>>> >>>>> Can you please take a look at this? >>>>> >>>>> *Gyllenhammar- *start date December 10th (total weekly hours 84) - >>>>> currently closed properly but not in Taylor's AP >>>>> >>>>> *Jeffery- *start date November 13th (total w