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titleWhat is the difference between "Add Selected" and "Move Selected"?

When adding accounts to a group, depending on the destination you are selecting your accounts from, you may see options to either "Move Selected", "Add Selected" or both.

  • The "Add Selected" function is always available unless you are selecting accounts from the "Ungrouped Accounts" destination. The "Add Selected" button will add the account to your new group while also leaving it assigned to its other group(s).
     
  • The "Move Selected" function is always available unless you are selecting accounts from the "All Accounts" destination. The "Move Selected" button will move the account from its current group to your new group, removing the account from the destination you are selecting from.

Note: The "move selected" feature is only available for clients using propreports version 1.5.95.55 and above.

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Create a list of accounts to add by entering an account's Display Name or Account Id into the "List of Accounts to Add or Move" box. To add multiple accounts without typing each individual account name, simply add the % symbol after the first letter of the account name. (For example, to add all accounts that start with the letter X, type X%). 

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