Definitions: Account Procs Quick Add

Use Account Procs Quick Add definitions to customize the list available in the Add Proc dropdown in the Account Module.

In the Main Menu, click Setup, Definitions, Account Procs Quick Add.

The Add Proc dropdown for Quick Procs in the Account Module is empty by default. Add items in definitions to build the dropdown list as needed.

Double-click an existing item to edit or click Add to create a new item. The Edit Definition window opens.

Click Save to exit the window and keep changes.

Delete: Permanently remove this item from Definitions and the Add Proc dropdown.