--000000000000d2e227062bd6d34e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, it let me changes. I have a reminder set to have the letter sent the month before it is effective. On Thu, Jan 16, 2025 at 12:05=E2=80=AFPM Timothy Thomas wro= te: > Hi Brian, > > I tried that but the record is locked. > > On Thu, Jan 16, 2025 at 10:49=E2=80=AFAM Brian Christian salesforcesupport@homecareassistance.com> wrote: > >> Hi Teresa, >> >> You could set the effective date in the future. If you do not want the >> automatic email to go out then you could put send letter =3D No and then= you >> could manually email it when it is getting close to the time? Do eithe= r >> of those solutions work for you? >> >> >> Thanks, >> >> Brian Christian >> >> >> On Thu, 16 Jan at 10:08 AM , Teresa Heit wrote: >> Hello, >> >> I initiated a rate increase for Robert Rebori, however I would like to >> hold off on increasing his rate for a few months. I am unable to upda= te >> this in salesforce. Can you help? >> >> [image: image.png] >> >> -- >> *Teresa Heit* >> *Administrator* >> *(O) 913-663-5000* >> *(C) 913-961-3130* >> >> >> >> >> *6-4717*[image: TheKey] >> >> 1040886:611100 >> > --000000000000d2e227062bd6d34e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, it let me changes. I have a reminder set to have t= he letter sent the month before it is effective.=C2=A0 On Thu, Jan 16, 2025 at 12:05=E2=80=AFPM Timothy Thomas < tt@thekey.com > wrote: Hi Brian, I tried that but the record is locked. On Thu, Jan 16, 2025 at 10:= 49=E2=80=AFAM Brian Christian < salesforcesupport@homecareassistance.c= om > wrote: Hi=C2=A0Teresa,=C2=A0 You could set the effective date in the future.=C2=A0 If y= ou do not want the automatic email to go out then you could put send letter= =3D No and then you could manually email it when it is getting close to th= e time?=C2=A0 =C2=A0Do either of those solutions work for you? Thanks,=C2=A0 Brian Christian On Thu, 16 Jan at 10:08 AM , Teresa Heit < teresa.heit@thekey.com > wrote= : Hello, I initiated a rate increase for Robert Rebori, however I would like to= hold off on=C2=A0 increasing his=C2=A0rate=C2=A0 for a few months.=C2=A0 I= am unable to update this in salesforce. Can you help? -- Teresa Heit Administrator (O)=C2=A0 913-663-5000 (C) 913-961-3130 6-4717 =09 1040886:611100 --00000