The View Tab is a view only form that lists all account linkages for a specific client and their current status.
What would you like to do?
Notes:
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.
To refresh the summary list with the most recent data, click Other Options, and then click Update Screen.
To view errors associated with an account assignment, select the item, click Other Options, and then click View Error Messages.