Copy an Account Group Table Record

You can copy and modify an existing account group table record to create a new record.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To copy an account group table record, complete the following steps:

  1. From the Vision Navigation menu, click Info Center > Accounts > Account Group Tables.
  2. Click the Detail Account Group tab or the Summary Account Group tab.
  3. Select the account group table record that you want to copy.
  4. On the toolbar, click New and select Copy Current Account Group table.
  5. Modify the copied information and give the new record a unique identifier.
  6. Click Save.
Parent Topic: Procedures