Search For Accounts

Pathway: Accounts > Search

Within the Accounts module, accounts can be searched in a variety of ways. This article details each of the search options available.

Double click on the Accounts module and the system will open to the search screen using Accounts as the default search method.

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Search Options and Descriptions

Search Options and Descriptions

Accounts

Broad search that includes the option to search by ID, Name, Old ID, Address, Site Class and Division.

Accounts - Bill Group

Broad search that returns additional billing fields. Enter a Term into the Search box to narrow the search if desired.

Contacts

Broad search that returns additional account contact fields.

Locations

Search by the location of an account using the Locations search option. This is the default search the system uses if the user does not make a search method selection.

Map Nearby

Displays a map of the surrounding area of the location entered in the Search.

Quotes & Contracts

Broad search that returns additional sales fields. Searches across Type, Name, Status, Sales Rep and Monthly Rev.

Reference / PO Number

Broad search that returns additional Invoice and Work Order fields. Searches across Invoice Number, Check Number, PO Number and Work Order Number.