Adding One Account at a Time

1.     Complete the Global Account Maintenance tab.

2.     To add one account at a time, enter the values or use the Account lookup Description: searchicon.

3.     Enter the desired search criteria to search for the accounts you want to include and then click Description: buttonsmall_search.

Description: go-arrow-red     For information about how to retrieve a document, see Using Doc Search to Find a Document.

4.     Click Description: tinybutton-add1 to add the account to the list.

More:

Account Delegate