Search Existing Account

Filter data to display records that meet the search options. Entries in the criteria text box are not case sensitive.

1. Click the View menu link to directly open the Accounts screen.
   

2. If applicable, select a site from the Site drop-down list.

3. Enter an information being search into the appropriate text box.

4. Click the Filter icon to open the filter pop-up menu.

5. Select a filter option to apply the selected filter and display the records according to the search options.

6. To further filter search, repeat the steps to add another search criteria or select the No Filter option from the filter pop-up menu to clear a text box, refresh the data, and display all records.