How do I search for a Customer Account?

Created by Shawn Sanders, Modified on Mon, 23 Sep, 2019 at 8:02 PM by Shawn Sanders

  1. Type information (facility name or address) in the Search Window (upper left screen top of master accounts list)
  2. Click the drop down arrow (by magnifying glass icon) and select various options. (Search defaults to account, facility name, and service address).
  3. Click the Magnifying Glass Icon to action the search.
  4. Clear search window and click magnifying glass icon to reload all accounts.


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