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To add an account cross reference: 1. From
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
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- Enter Add Account Cross Reference in the Start Search text box.
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- Click the Add Account Cross Reference link to access the panel.
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- You see the Add Account Cross Reference panel.
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- In the Lookup Entity section, enter a value in one or more lookup fields to uniquely identify the entity to update with cross reference information.
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- You can specify a value in the Lookup Entity ID field, Lookup Entity Name field, Lookup Entity Long Name field, Lookup Entity Code field, and/or Lookup Entity Legal Name field.
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- In the Source System Identifier field, select the cross reference type.
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- You can select any code value defined for the IENTITYTYPE code category. To use a new value, you must first add the code value for the IENTITYTYPE code category.
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- In the Source System Account Number field, specify the alternate alphanumeric identifier of the entity.
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- This value must not contain any blank spaces.
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- In the Share Class field, specify a valid share class, if appropriate.
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- Click Submit.
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- Close the Add Account Cross Reference bottom tab.
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