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Search accounts

There are two ways to find an account.

  1. If you want to perform a global search for any account:

    • Go to Accounts > Search > Accounts.

    • Fill in the search criteria and click Search.

    • Click on the Account number of the account you are interested in to see full details.

  1. If you need to search for any account for a dedicated person:

    • Go to Persons > Search.

    • Fill in search parameters > click the Search button.

    • Click the Identification number to access the person view page.

    • From the person content menu, choose Account > Accounts.

    • Click on the Account number of the account you are interested in to see full details.