Hi Sarah,
No that's fine, I just wasn't sure if that was the case. As it is is fine
with us.
Thanks,
Cheryl
On Mon., Feb. 28, 2022, 3:33 p.m. Sarah Powers, <
spowers@homecareassistance.com> wrote:
> Hi Cheryl,
>
> That is how it's set up at the moment, yes. We can update settings, would
> you like it so you can only view Toronto's information in Salesforce?
>
> Thanks,
> Sarah
>
> On Mon, Feb 28, 2022 at 12:26 PM Cheryl Cartwright <
> ccartwright@homecareassistance.com> wrote:
>
>> 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 <
>> spowers@homecareassistance.com> 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 <4164888777>
>>>> Toronto, ON (EST)
>>>> torontohomecareassistance.ca
>>>> <https://www.torontohomecareassistance.ca/>
>>>> ---
>>>> Read Our Testimonials <https://homecareassistance.com/reviews>
>>>> Join Our Newsletter
>>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>>> We Are Hiring! <https://homecareassistance.com/careers>
>>>> <https://www.linkedin.com/in/lucas-hynes/>
>>>> <https://homecareassistance.com/>
>>>> 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 <https://homecareassistance.com/reviews>
>>> Join Our Newsletter
>>> <https://homecareassistance.com/healthy-longevity-newsletter>
>>> We Are Hiring! <https://homecareassistance.com/careers>
>>> <https://www.linkedin.com/in/sarah-sampson-powers-a58a3a34/>
>>> <https://www.facebook.com/HomeCareAssistance/>
>>> Champions of Aging Well
>>>
>>>
>>
>> --
>> *Cheryl Cartwright*
>> Director of Care
>> Home Care Assistance
>> Office: 416-488-8777 <4164888777>
>> Toronto, ON (EST)
>> torontohomecareassistance.ca <https://www.torontohomecareassistance.ca/>
>> ---
>> Read Our Testimonials <https://homecareassistance.com/reviews>
>> Join Our Newsletter
>> <https://homecareassistance.com/healthy-longevity-newsletter>
>> We Are Hiring! <https://homecareassistance.com/careers>
>> <https://www.linkedin.com/in/lucas-hynes/>
>> <https://homecareassistance.com/>
>> 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 <https://homecareassistance.com/reviews>
> Join Our Newsletter
> <https://homecareassistance.com/healthy-longevity-newsletter>
> We Are Hiring! <https://homecareassistance.com/careers>
> <https://www.linkedin.com/in/sarah-sampson-powers-a58a3a34/>
> <https://www.facebook.com/HomeCareAssistance/>
> Champions of Aging Well
>
>