Edit an Entity Crossover
An administrator can update an entity crossover to change the primary and secondary entity.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Entity Crossovers.
- Select a list view—like All Entity Crossovers—and click Go!.
- Click Edit next to the entity crossover you want to modify.
Make the desired changes.
Changing the
Primary Entity
will alert you that theDue-to GL Account
is no longer valid with your selection. To complete this change, update theDue-to GL Account
that is associated to the newPrimary Entity
. If you change theSecondary Entity
you will also need to change theDue-From GL Account
.Click Save.