Accounts

To change an account's basic information


Note: If you activated the Use Audit Trail Tracking preference, this is among the changes that are recorded.

The Accounts List window should be displayed.

  1. Highlight the account you want to change in the Accounts List window, then click the Edit button to open the Profile view of the Account Information window.


    Warning:  Other accounts may be affected when you change an account's number
  1. Make the changes you need to make.


  2. Click OK.


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