Using the Account List View
The Account List view displays all of the accounts that you have access to.
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Your security access determines what functions are available. Contact your administrator for any access rights changes. |
Open the Account List View
- On the Navigation Bar, click Accounts.
Refresh list information
- Click the button.
Open the Account Detail View
- Click the account's name to open the Account Detail view.
Use common tasks
On the Task Pane, under Common Tasks, you can: