Using Look Up / Add Multiple Account Lines

1.     To add multiple account delegates to the Inactivate Account Delegates tab, click Look Up / Add Multiple Account Delegate Lines lookup icon-magnifying-glass

2.     Enter the desired search criteria to search for the accounts you want to include and click buttonsmall_search.

3.     Once the result is returned, select check boxes to make your account delegate selection and click buttonsmall_retselected. The selected account delegates are returned to the Inactivate Account Delegates tab.

4.     Click buttonsmall_submit.

5.     A dialog box will display asking if you would like to continue:

acctdlgtinactvdialog

Click ‘Yes’ and the Account Delegate Inactivate document is submitted.

Click ‘No’ and the Account Delegate Inactivate document redisplays to allow for additional changes.

go-arrow-red   For information about how to use the Look Up / Add Multiple Lines feature, see Multiple Value Lookup.