Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics:
- Select a Hub Record
When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I Search dialog box. - Add a New Detail Account Group Name Record
To set up a single level of account groups, add detail account group names on the Detail Account Group tab. To set up two levels of account groups, add both detail and summary account group names. - Add a New Summary Account Group Name Record
To set up two levels of account groups, add detail account group names and then use the Summary Account Group tab to add summary account group names. - Modify a Hub Record
You can modify most hub records at any time. The basic procedure that you use to modify records is the same for all hubs. - Delete a Hub Record
When you delete a hub record, you permanently remove it from the database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
Parent Topic: Account Group Name Info Center Overview