If you want to make changes to an Account without creating one from scratch you can make a copy of that
Account.
Go To The
Accounts Page
The Accounts page displays all the
Accounts in your Planner™. To make a copy click on the
button.
The Account will open automatically and you can make changes to it. Then hit the Save button. Once the
Account is setup you will need to add it to all appropriate
Scenarios,
Properties,
Rules, and
Goals.
- How To Add An Account to a Scenario
- How to Link An Account to a Property
- How to Link An Account to a Rule