Using Look Up / Add Multiple Account Lines

1.    Complete the Edit Global Delegate tab.

2.    To add multiple accounts to the Edit List of Accounts tab, click the Look Up / Add Multiple Account Lines lookup searchicon.

3.    Enter the desired search criteria to search for the accounts you want to include and click buttonsmall_search.

4.    Once the result is returned, select check boxes to make your account selection and click buttonsmall_retselected. The selected accounts are returned to the Edit List of Accounts tab.

5.    Click submit.

More:

Adding One Account at a Time