Difference between revisions of "Find Accounts Screen"
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Select either "Name" or "Phone Number" as the search parameters from the drop down menu. Then enter the relevant information into the search field and click the [Find Accounts] button to find a list of accounts that meet the selected criteria. Entering the first characters or numbers into the search field will bring up all entries beginning with those characters/numbers. For example, entering "D" in a name search will bring up all account names beginning with "D", such as "DemoCorp", "David & Goliath, LLC", etc. | Select either "Name" or "Phone Number" as the search parameters from the drop down menu. Then enter the relevant information into the search field and click the [Find Accounts] button to find a list of accounts that meet the selected criteria. Entering the first characters or numbers into the search field will bring up all entries beginning with those characters/numbers. For example, entering "D" in a name search will bring up all account names beginning with "D", such as "DemoCorp", "David & Goliath, LLC", etc. | ||
| − | Clicking the specific account name will take you to the [[ | + | Clicking the specific account name will take you to the [[Account Details Screen]] where you can edit or delete the account. |
Latest revision as of 06:22, 28 September 2007
Select either "Name" or "Phone Number" as the search parameters from the drop down menu. Then enter the relevant information into the search field and click the [Find Accounts] button to find a list of accounts that meet the selected criteria. Entering the first characters or numbers into the search field will bring up all entries beginning with those characters/numbers. For example, entering "D" in a name search will bring up all account names beginning with "D", such as "DemoCorp", "David & Goliath, LLC", etc.
Clicking the specific account name will take you to the Account Details Screen where you can edit or delete the account.
