This is a Salesforce Account that is linked to either a Plan or an Activity.
Accounts are used to book an activity where staff are required to leave the site to travel to a specific location.
- To create an account go to the Account Tab
- Select ‘New‘
- Fill in all required details that are useful for your organization. For example, Account name, Address, Phone Numbers etc
Link Account to Resource Location
To link an account to a Resource or a Resource Location start by:
- Selecting the Resource the account is required for
- Go to the Related tab > Resource Location > Select New
- Select Location (Account). Note: The Resource will automatically fill
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