Defining and Updating Account Site Profile Amounts

Use the Profile Amounts subtab of the Account Site Overview page to define and update profile amounts for existing account sites. For further information on profile amounts, see: Defining and Updating Account Profile Amounts.

To define and update account site profile amounts:

  1. Navigate to the Profile Amounts subtab on the Account Site Overview page.

  2. (For newly created account sites only) Select Yes in response to the Assign Profile Class confirmation message.

    By default, the account site inherits the profile class assigned at the account level.

    Attention: Profile amounts are related to profile classes and, hence, you cannot define profile amounts for account sites that do not have profile classes attached to them.

  3. Either modify the profile class assigned by default, or navigate again to the Profile Amount subtab.

  4. See: Defining and Updating Account Profile Amounts.

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