Procedures
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics
- Select an Info Center Record
When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center 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 an Info Center Record
You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers. - Delete an Info Center Record
When you delete an Info Center record, you permanently remove it from the Vision database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Account Group Name Info Center Overview