My review plan has several accounts. When I run the report for the plan, is there a search capability to quickly find a particular account for reviewing?
A. Twenty accounts are returned at a time. You can go directly to a specific account by clicking on any of the accounts listed in the Jump to Account field at the top of the page. Another way is to enter that account into the Account field on the query input screen. A third way is to create review plans with fewer accounts in each plan.
Related Questions
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