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.
- 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
- Make the changes you need to make.
- Click OK.
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