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Edit Account (Executing Perspective Only)

  1. To edit an account:
  2. Select the check box of the account to edit.

The following options will display:

  • Transfer Accounts
  • Delete
  • Edit
  • View Message
  1. Select Edit.

 

The Edit Account screen that displays all the associated fields used to add an account now appears in Edit mode. 

  1. Make the required modification and select Submit.

You will receive a confirmation message that the item has been updated.

  1. If you do want to edit the account,select Back to Account List.