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Muhammad Adil Shahid (Unlicensed)

Scott Zhuo

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Clone an existing agency account to create a new agency account

  • Record Type = must be SITE

    • Account Name

    • Program Name

    • EFRO ID

    • Account Type

    • Segment

    • Cultural Dietary

    • Pantry Status

    • Program Status

    • Warehouse

  • Program Affiliations

    • Which Program it is related to??

  • Pantry Operations

    • Addresses and timings

  • Geographic and Advocacy Details

    • Locations??

  • Compliance Tracking

  • Contacts

    • That include contact details

  • Statics tracking

    How many people covered from the goods

    Review and update the following fields on the page.

    • Populate the Warehouse field after it is created.

  • Add Contacts to the Contacts related list.

    • Then update the Account Contact field.

  • Statics Tracking

    • How many people are served

    • Updated daily from Pantry orders.

  • Pounds Delivered

    • How much LBs it is delivered

    • Updated daily from Pantry orders.

  • Grant Tracking

    • Use Project

    • Grantsobject

    • Grant Used is updated by GoldFinch from

      • Purchase Orders

      • Transfer Orders???