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How Do I Search For An Account? (KB10000027)

There are a couple of ways to search for an account.

Search Box:

1. Locate the search box on the left pane, right above the calendar.

2. Type partially the company name, first name, last name, email, or phone number.

3. Click "Go"

4. Locate your Account and click the company name or contact name to access the Account Detail page.

Accounts Browser:

1. Click the ACCOUNTS tab on the top and then Account Browser. 

2. Click on the letter that corresponds to the first letter of the company name.    

      

3. You can also filter by any of the fields from the filter drop down.

4. Once you locate your Account, click on the company name or contact name to access the Account Detail page.
 

 




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