--0000000000001da52405d919dd35 Content-Type: text/plain; charset="UTF-8" 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 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 Newsletter We Are Hiring! Champions of Longevity ccartwright@homecareassistance.com --0000000000001da52405d919dd35 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Sarah. One other thing, our home page seems to h= ave 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 Power= s < spowers@homecareass= istance.com > wrote: Hi Cheryl, Thank you for fla= gging 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 ass= ociated with clients that have started will be updated to be closed won and= ultimately=C2=A0removed from the home page. Thank= s! 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 e= xisting clients though p