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Click a topic to see step-by-step procedures to do the following:

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in online help.

Also, depending on the access level you have, you may not be able to perform all procedures described in the preceding list.

For additional procedures that are common to all records, see Working with Records.

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Importing Your Data


Published May 2008