How to enable SMSF auto variation process for accounts

Step 1 :  As a NowInfinity Admin user, go the account in CRM

Workspace -> Accounts

 

Step 2 : Lookup the account and select the name

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Step 3 : Once in the account, Go to account settings

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Step 4 : Select “ADD NEW ACCOUNT SETTING”

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Step 5 : IN the account setting popup, enter the following details:

Name: SMSF-Upgrade-enabled
Key: SMSF-Upgrade-enabled
Value: Y

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Step 6 : Save the account setting and ensure the setting was added to the account

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