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 Description: icon-magnifying-glass, the other is by using a special multiple value lookup called the Look Up / Add Multiple Account Lines Description: icon-magnifying-glass to return multiple values.

Note: For information about how to use the multiple value lookup, see Multiple Value Lookup.

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Process Overview