Setting Account Setup's Global Options

Before you go on to customize the rest of Account Setup, you should first set its global options.

To set global options, follow these steps:

  1. If you have moved past the first screen of Account Setup, use the navigation pane to move back to the first screen of Account Setup.
  2. Click Screen Options in the Toolbar to load the global options dialog into the Account Setup window.
  3. Use the radio buttons and checkboxes in the dialog to set global options.
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