Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

Adding a Subaccount to a Master Account (continued)

The Customer Explorer record for the Subaccount will be displayed.  To add the next Subaccount, close out of the Subaccount form by clicking on the red "X" in the upper right corner of the Subaccount record.  You will be returned to the Customer Explorer of the Master Account.  Follow the same process for additional Subaccounts.

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