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Account Subgroup

The Account Subgroup form is used to add, edit and delete account subgroups.

 

Subgroup tab

The Parent Group field is a read-only field that will show the Account Type or Account Group selected in the right area of the Account Groups form.

 

The Subgroup grid area is where you can add subgroups to the selected parent group.  Use the delete button to delete a subgroup and the ellipse button to add another subgroup.

 

Form Buttons

Form Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe New button will move the cursor to a new line where you can add a new record.

Bullet PointThe Save button will save the selected record.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Close button will close the Account Subgroup form.

 

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.


Related Topics

Account Groups

New Account Wizard

How to add Account Groups and Subgroups