Searching Accounts

Narrow the results to find a specific account.

To find an account quickly, you can use a text string to narrow the list of accounts, or filter or sort the list of accounts.

  1. On the home screen, select Accounts.
  2. Find the account.
    To Do this
    Search for the account using a text string Enter a text string to narrow and display the results.
    View recent accounts
    • (Windows Mobile Professional) Select Filter By > Recent.
    • (Windows Mobile Standard) Select Menu > Show > Recent.
    Sort the accounts
    • (Windows Mobile Professional) Select Sort By, then All, Name, City, or State.
    • (Windows Mobile Standard) Select Menu > Sort By, then select Name or City.
  3. Select the account to view.
Parent topic: Account Management
Related tasks
Viewing Accounts
Creating a New Account
Creating a Lead for an Account
Creating an Opportunity for an Account
Calling the Account Phone Number
E-mailing an Account
Updating Account Details

Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com