Renaming Related Accounts

To rename related accounts:

  1. Access the Strategic Modeling ribbon in Microsoft Excel.
  2. From the Accounts view, select an Account, and then click rename related account icon.
  3. In Find what, enter an account name to rename.
    1. Click Find Next to find the account.
    2. Match whole word only—Displays the exact word or phrase.
    3. Match case—Makes the task case-sensitive.
  4. In Replace with, enter an account name.
  5. Perform an action:
    1. Click Replace to replace the only account name currently shown.
    2. Click Replace All to replace account name instances with the new name.
  6. Click OK.