Definitions: Account Procs Quick Add

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

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

The Quick Procs dropdown in the Account Module 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 Quick Procs dropdown.