Re: Sales Force

From
Chelsea Lucas <salesforcesupport@homecareassistance.com>
To
joey.taylor@thekey.com
CC
dfancy@thekey.com, tt@thekey.com, angie.markwell@thekey.com
Date
Wed, 12 Apr 2023 19:25:44 +0000
Folder
INBOX
----==_mimepart_643705b8891e3_2422af35719216447932895 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Dennis,=C2=A0 I wanted to close the loop on this ticket although I= believe I already commented on a separate one. Confirming that any lead = you are creating is keeping the Clearcare location you have selected and = no longer updating to "No Office?" I also want to be sure you are able to= update Clearcare locations and save the record? Thanks,=C2=A0 C= helsea Lucas = = On Tue, 11 Apr at 4:25 PM , Dennis Fancy wrote: Thanks Chelsea. = = = = = On Tue, Apr 11, 2023 at 3:08 PM Chelsea Lucas wrote: = = = = = = Hi Dennis,=C2=A0 = = I do see you are unable to edit the Clearcare location, which is odd. I = will have my development team take a look at this and see if we can get t= his resolved.=C2=A0 = = Thanks,=C2=A0 = Chelsea Lucas = = = = = = = = = On Tue, 11 Apr at 4:04 PM , Dennis Fancy wrote: Hi Chelsea, = No, that is not what happened at all. When I put the location under the = pertinent office for the leads, it saved it under "no office." The issue = seems to now be resolved when I am entering new leads. However, I cannot = go back and change the ClearCare location to the appropriate office. It i= s stuck as "no office." = Dennis Fancy, BSP = Care Solutions Manager = = TheKey.ca = = = = = = = = On Tue, Apr 11, 2023 at 2:56=E2=80=AFPM Chelsea Lucas wrote: = = = = = Hi Dennis,=C2=A0 = = Looking at the few examples in the screenshot, it looks like you updated= the Clearcare to "No Office."=C2=A0 = = = = Thanks,=C2=A0 = Chelsea Lucas = = = = = = = = = = = = = = = = = = = = -- = Dennis Fancy, BSP = Care Solutions Manager = = TheKey.ca ----==_mimepart_643705b8891e3_2422af35719216447932895 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Dennis,=C2=A0 I wanted to close the loop on this ticket although I bel= ieve I already commented on a separate one. Confirming that any lead you = are creating is keeping the Clearcare location you have selected and no l= onger updating to "No Office?" I also want to be sure you are able to upd= ate Clearcare locations and save the record? Thanks,=C2=A0 Chelsea Lucas On Tue, 11 Apr at 4:25 PM , Dennis Fancy &lt= ;dfancy@homecareassistance.com&gt; wrote: Thanks Chelsea. On Tue, Apr 11, 2023 at 3:08 PM Chelsea Lucas &lt; salesforcesu= pport@homecareassistance.com &gt; wrote: Hi Dennis,=C2=A0 I do see you are unable to edit the Clearcare location, = which is odd. I will have my development team take a look at this and see= if we can get this resolved.=C2=A0 Thanks,=C2=A0 Chelsea Lucas <b

Thread (3)