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Steps for Portfolio Accounts

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

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

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in picklists. Therefore, the information you see 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.

Related Information

See the following topics for related Portfolio Account information:


Published May 2008