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Changes made by

Muhammad Adil Shahid

Scott Zhuo

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Record Type= SITE

  • Account Name

  • Program Name

  • EFRO ID

  • Account Type

  • Segment

  • Cultural Dietary

  • Pantry Status

  • Program Status

  • Warehouse

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Program Affiliations

  • Which Program it is related to??

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Pantry Operations

  • Addresses and timings

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Geographic and Advocacy Details

  • Locations??

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Compliance Tracking

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Contacts

  • That include contact details

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Statics tracking

  • How many people covered from the goods

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Pounds Delivered

  • How much it is delivered

Project

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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 Shipping records

  • Add Contacts.

    • Then update the Shipping Contact field on the Account and on Alternate Shipping for emailing transfer orders.

  • Statics Tracking

    • How many people are served

    • Updated daily from Posted Sales Invoices

  • Pounds Delivered

    • How many LBs are delivered

    • Updated daily from Posted Sales Invoices

  • Grant Tracking

    • Use Projects and Project Tasks objects

    • Grant Used is updated by GoldFinch from

      • Transfer Orders

      • Not from Purchase Orders