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Search Screen Notes

When searching for existing Parent records to add to the Account Template, clients should take care that the chosen Parent record does not contain any additional Parent records (XREF Group records). This would occur in a multi-layered Source Group record structure. In this case, the Child Secondary Authids that are XREF Group records on that Parent should be manually removed using the Add/Del Children button, and only Child Secondary Authids (XREF Source records) and un-created records should be listed as Children of that Parent.