Using Look Up / Add Multiple Account Lines

1.     Complete the Edit Global Delegate tab.

2.     To add multiple accounts to the Edit List of Accounts tab, click the Look Up / Add Multiple Account Lines lookup Description: searchicon.

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

4.     Once the result is returned, select check boxes to make your account selection and click Description: buttonsmall_retselected. The selected accounts are returned to the Edit List of Accounts tab.

5.     Click submit.

More:

Adding One Account at a Time