Content Comparison

Clone an existing agency account to create a new agency account.

• Record Type must be SITE

• Review and update the following fields on the page.

  • Populate the Warehouse field after it is created.

• Add Alternate Shippings

• Add Contacts.

  • Then update the Account Contact field????

  • Then update the shipping contact field on the Account and alternate shipping?

• Statics Tracking

  • How many people are served

  • Updated daily from Pantry orders.

• Pounds Delivered

  • How many LBs are delivered

  • Updated daily from Pantry orders.

• Grant Tracking

  • Use Project object

  • Grant Used is updated by GoldFinch from

    • Purchase Orders

    • Transfer Orders???