Select the accounts to be converted or combined.
| Field | Description |
|---|
| Combine Existing Accounts
|
Select this option if you want to consolidate existing accounts.
Ajera CRM allows you to enter an existing account number in the
New Account field.
|
| Account
|
Select the account number(s) that you want to change by performing one of the following actions:
- Click
Insert to insert a new row in which you can use the Account lookup to select one account number.
- Click
Lookup/Insert to display the Account lookup, where you can select one, more than one, or all account numbers.
|
| Name
|
This field displays the name of the account. Click this field to go to the Chart of Accounts Info Center, where you can modify account data.
|
| New Account
|
Enter a new account number. Or, if you selected the
Combine Existing Accounts option, enter an existing account number.
|
