ACCOUNTS

Each school and organization has a Salesforce page which can be navigated to using the Search bar in the top center of your screen. When searching, it's ideal to use an account's four digit account number. This will ensure you are in the correct account as many have the same name. 

The Details tab is where basic account information is collected

• Address/website/phone number

• Contract end date

• Spring break & winter break dates

• Types of photography active within the account

• Price books/codes, sorts, etc. for each type of photography

The Related tab is where you'll find the following: 

• Contacts

• Service Items

• ID Cards

• Yearbooks

• Cases

• Rebates

• Jobs

• Files

• Data Requests