Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

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 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 are delivered

    • Updated daily from Pantry orders.

  • Grant Tracking

    • Use Project object

    • Grant Used is updated by GoldFinch from

      • Purchase Orders

      • Transfer Orders???

  • No labels