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.
1. Manually enter or select one Account
at a time from the normal Account lookup
.
2. Use the special multiple value lookup called the Look Up / Add Multiple Account Lines
to return multiple values.
For more information about the two
types of lookups, see Field Lookup and Multiple Value Lookup.
Process Overview