Account Search Tips

Account Search is a powerful tool that enables you to quickly locate accounts within the system. Here's how to access and use it effectively:

Accessing Advanced Search

There are two options to access account search:

Option 1: Go to Accounts → Search

Option 2: Click on the magnifying glass icon near the account search field

Refining Your Search

The advanced search page provides various search fields, including account, demographic, forwarding, and custom fields. Utilize these fields to narrow down your search based on specific criteria.

Maximizing Search Results

To increase the likelihood of finding the desired account, we recommend minimizing the number of search parameters. Adding more criteria reduces the chances of finding a match. If you encounter too many results, return to the search screen to refine and narrow down your search further.

Using Wildcard Search

If you don't know the exact spelling of a name or address, employ wildcards (* or %) in the Demographic Options section of the Account Search Screen. For instance, entering "Jo*" in the first name field and "Smith" in the last name field will retrieve all accounts with the last name "Smith" and first name starting with "Jo."

Quick Search

For a swift search experience, utilize the field search located at the top of the screen, just below the menu. Enter your search query in the provided field to obtain instant results.

Related Content

Advanced Account Search Guide

Custom Form Field Search

Wild Cards for Account Search