How do I perform an Account Review
  • 11 Mar 2024
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How do I perform an Account Review

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Article summary

With the proper accunt privileges, you can now go into the Configuration Reference Libraries and create a Review template that utilizes various reserved words… and then select that template in the account type setup. This is so when you are in that account type and click on Account Review, that template will open up and the review can be completed.

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