Find Accounts Screen

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 View Account Screen where you can edit or delete the account.