Adjusting, Updating, Adding, and Editing Accounts in MyPlan
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Adjusting, Updating, Adding, and Editing Accounts in MyPlan

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Article summary

When you click the wrench icon, you can select to perform actions such as; adjust accounts, add to, or update related accounts. Updates are performed within the template, which is mapped to the entity (selected) and the mapped scenario. All actions are logged for auditing purposes and all actions are updated in the Planning application. Information on steps to perform specific actions is provided below.


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