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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 Shippings
Add Contacts.
Then update the Account Contact field for emailing???
Then update the shipping contact field on the Account and alternate shipping?
Statics Tracking
How many people are served
Updated daily from Posted Sales Invoices
Pounds Delivered
How many LBs are delivered
Grant Tracking
Use Projects and Project Tasks objects
Grant Used is updated by GoldFinch from
Transfer Orders
Not from Purchase Orders