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How do I rename an Account Tree

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 8 months ago

To rename an account tree, navigate to:

  • Reports > Report Tools > Account Trees

  • Select the tree you want from the dropdown list

  • Select the tree again to show the cog to the right

  • Click the cog and choose Rename Tree

  • Put your cursor in the underlined area and Edit the name as required

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