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.

  1. On the home screen, select Accounts.
  2. Tap the Search box, then enter a text string to narrow the results.

    By default, All accounts appear. You can further narrow the search parameters by selecting Name, City, or State.

  3. Select the account to view.
Parent topic: Account Management