Edit List of Accounts Tab

There are two ways to populate the accounts that you want to update globally in the Edit List of Accounts tab. One is by manually entering or selecting one account at a time from the normal Account lookup, the other is by using a special multiple value lookup called the Look Up / Add Multiple Account Lines to return multiple values.

go-arrow-red For more information about the two types of lookup, see Field Lookup and Multiple Value Lookup.

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Process Overview