Maintain a Linked Account

Use the Account View tab in the Link window to maintain a linked account in a "virtual" Work Form.

To maintain a linked account

1. With an account displayed in the Work Form, in the Date Info and Balance Info section, click Links. The Link window appears.

2. In the Navigation pane, click the account number and then click the Account View tab.

3. Modify the information as you would in the "standard" Work Form.

Note: If you change demographic information, a dialog box appears to allow you to select the linked accounts to which to apply the demographic changes.

4. To apply demographic changes to one or more linked accounts, do one of the following:

• To apply the changes to all the linked accounts, click Select All and then click OK.

• To select one or more accounts to apply the changes to, select the check box for each account to apply the changes to and then click OK.