To modify an account name that is displayed in the system or to assign accounts to Divisions, follow the steps below:
|1||Go to the Administration > Account Management screen|
|2||Locate the account and use one of the following methods to move the account into edit mode:
To find an account, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
Edit Account Short Name
Edit the Account Short Name:
Assign account to Divisions
RESULT: The Division(s) is added to the list.
Remove account from Divisions
Click the X next the Division ID.
RESULT: The Division is removed from the list.
The ability to add and remove accounts from Divisions is only available if your organisation is setup with multiple divisions.
|4||Click Save on the Control Bar
RESULT: A confirmation message is displayed.