--000000000000065bda0631441455 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Amanda Thank you I think where the issue is is that we did not do due diligence when we added Elizabeth Fry Society to our system as they really should be the referral account and each residence would be and is under client account but they referred the new residences after we proved ourselves with the first one which was Firth. This was back when we were a franchise so the importance of "referral accounts" was not the same.I really want to add Elizabeth Fry Society as a referral as that is what it should be - can I email the information for that to Salesforce and then I could change the client accounts that are Elizabeth Fry to the right referral account. Let me know Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Wed, Mar 26, 2025 at 12:30=E2=80=AFPM Amanda Maldonado wrote: > Hi Sharon, > > The Salesforce team (SFIT@thekey) does not typically receive requests to > update owner on Client Account, as that is something you have permission = to > change on your own. > > A referral account ownership change, on the other hand, does come to SFIT > for assistance and requires approval. > > To make a change to a Client Account, click the icon on the Account Owner > field and search your name. (see screenshot below). > > > Please let me know if you have any referral accounts that require an > ownership change. > > Thanks, > > Amanda Maldonado > > > On Tue, 25 Mar at 2:57 PM , SharonSpeirs > wrote: > I am unclear why you are saying that - they are all Elizabeth Fry > residences that we do staffing with - We started with one residence and n= ow > do a significant amount more because of the relationship we have with the= m- > we set each one up as a client but Elizabeth Fry Society is the referral > partner that I work with. We also have done other programs with them > Sharon > > Sharon, Speirs > > General Manager > Vancouver, BC > Office: 778.279.3634 > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > > > On Tue, Mar 25, 2025 at 11:48=E2=80=AFAM Amanda Maldonado salesforcesupport@homecareassistance.com> wrote: > >> Hi Sharon, >> >> All of these seem to be Client Accounts instead of referral accounts. Ar= e >> there referral accounts you are needing ownership of? >> >> Thanks, >> Amanda Maldonado >> >> >> >> On Mon, 24 Mar at 5:40 PM , SharonSpeirs wrote: >> Hi there >> >> I am hoping to remove an account from my ownership as it is in an area >> that is very hard to service and is also low income housing so not reall= y >> our market. The name is Sunnyside Manor Retirement community. >> In its place if you could add the following accounts to be under my >> ownership as it is a contract that I manage and look after week over wee= k >> for all of their staffing needs. >> These are the Elizabeth Fry residences and they are all under separate >> accounts >