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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

    • 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

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