Summary


Perenso has created a new to-do item for the Store Check called Account Update.
When added to a Store Check, this to-do item will allow app users to update Account Groups and Structures.

You also have the option to set an Account Field to be mandatory.

NOTE: You should only have 1 Account Update to-do item within a Call.



Adding the Account Update to-do item to a Call


This to-do item can be added like any other Store Check to-do item.


  1. Log into Perenso Administrator and navigate to Diary > Call Types.

  2. Select the Work Items of the Call you would like to add this to-do item to.

  3. Go to the Store Check you want Account Updates to appear.

  4. In the correct Date Set, click Add To Do Item.

  5. Choose Account Fields Update and click Create To Do Item.



Select the Fields to Link
  1. In the Account Fields To Do Item Details pages, click Add Link.

  2. Select the groups and structures you wish to add into the store check the click Done.



  3. Once you have linked all the fields you wish, you can set fields to be mandatory via the checkbox.
    By setting a field to mandatory, if an account is not in a group/structure for the mandatory field, the app user will be unable to leave the work item until the account has been placed into one.

    NOTE: Account fields with the setting 'Every Account that this Group applies to must be in at least 1 Group' is enabled, the field will automatically be mandatory.

  4. You can always unlink and link more fields as you please.
    Save Changes to save all changes made.