Flag accounts using Account Manager

Account Manager and Credit Reporting

Flagging Accounts

To flag accounts for credit reporting choose the desired Selection Logic from the drop down list box.

Next, choose “Flag For Export” from the Add Action drop down list box and set the Flag For Export value to “METRO2”. 

Finally, click the Process button to update the accounts selected.

Unflag accounts

To unflag accounts for credit reporting choose the desired Selection Logic from the drop down list box. 

Next, choose “Flag For Export” from the Add Action drop down list box and set the Flag For Export value to “METRO2_DELETE”. 

Finally, click the Process button to update the accounts selected.