Save an Account Classification Rule
Perform the following steps to save an Account Classification Rule under a different name and folder:
- Select the desired Account Classification Rule.
- Click the Action icon.
- Select Save As to open the Save As window.
- In the Save As window, enter a name and description in the Name and Description fields.
- Select a folder from the Folder drop-down list
- Click Save. The Account Classification Rule is saved under a new name and folder.