---
title: "Client Access: Example Account Search Procedure"
slug: "client-access-example-account-search-procedure"
updated: 2023-09-05T21:17:35Z
published: 2023-09-05T21:17:35Z
canonical: "docs.interprose.com/client-access-example-account-search-procedure"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Access: Example Account Search Procedure

### Account Search

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:

- **Accounts Menu:** Go to the Menu Bar, select "Search" from the Accounts menu.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-09-01%20160642.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A41Z&se=2026-10-31T15%3A33%3A41Z&sr=c&sp=r&sig=fu%2FBwhZUK5BZQu5fAFCfS13OXP3t9lAiv2eU24dBS%2BA%3D)Image Displays Accounts-Search Menu

- **Utility Bar:**Click the magnifying glass icon next to the account search box on the Utility Bar. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-09-01%20160529.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A41Z&se=2026-10-31T15%3A33%3A41Z&sr=c&sp=r&sig=fu%2FBwhZUK5BZQu5fAFCfS13OXP3t9lAiv2eU24dBS%2BA%3D)Image Displays Magnifying Glass Icon

### Refining Your Search

The 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.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-09-01%20160845.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A33%3A41Z&se=2026-10-31T15%3A33%3A41Z&sr=c&sp=r&sig=fu%2FBwhZUK5BZQu5fAFCfS13OXP3t9lAiv2eU24dBS%2BA%3D)Image Displays Advanced Search Fields

### 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."