--0000000000002dfe6405da5aff60 Content-Type: text/plain; charset="UTF-8" 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 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 weekly hours started at 28 > then dropped to approximately 26) - currently closed properly but not in > Taylor's AP > > *King- *start date November 8th (total weekly hours 20) -currently closed > properly but not in Taylor's AP > > *McBrien- *start date January 2nd (total weekly hours 84) - currently > closed properly but not in Taylor's AP > > *Napier- Andrews-* start date January 27th (total weekly hours 20) - NOT > in our client accounts and not in Taylor's AP > > *Osagie-* start date January 22nd (total weekly hours 48) - NOT in our > client accounts and not in Taylor's AP > > *Wright-* start date January 12th (total weekly hours 77 hours then > dropped to 70) - NOT in our client accounts and not in Taylor's AP > > *Wynick-* start date January 18th (total weekly hours 31) - NOT in our > client accounts and not in Taylor's AP > > Thank you, > > 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 > -- *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 --0000000000002dfe6405da5aff60 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I just realized that all our Stacks for Toronto are also n= ot accurate if our new clients are not actually in our Current Client Accou= nts list. When they look at new starts and retention ours is not showing as= these clients were populated