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.

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 add a new summary account group name, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Accounts > Account Group Names.
2. On the Account Group Name Info Center form, click the Summary Account Group tab.
3. Click Insert.
4. Enter the account group name and specify its group type.
5. Click Save.