MetraCare™ contains several areas where you can add to a list of accounts (or folders), and then do something with this list. For example, adding the list of accounts to a selected Role. This topic describes the details of using the Advanced metaphor on applicable screens.
If you have a long list of account IDs, you may find it more convenient to simply type in the list rather than locating each account in the hierarchy. To add accounts in this method, do the following:
Click on Advanced.
In the Add Account IDs box that appears, type in account IDs separated by commas.
When you've added all the IDs you want, click Update. Failure to click the Update button will cause your changes not to be saved.
On some screens, you must specify a Start Date,
and you optionally specify and End Date. Click the Calendar icon () to select a date from a pop-up calendar.
Examine the list of accounts carefully; if you
need to remove any, click next to the ones you want to
remove from the list.
Click OK to save your changes or Cancel to leave the screen without making any changes.