When you click the Search link on the menu bar of the Accounts tab, the Search Accounts page is displayed, as shown in Figure 1. You can search for accounts by specifying the search criteria. The more information you enter in the Search Accounts page, the more refined your search becomes.

Figure 1 The Search Accounts Page
You can search for accounts by entering one or more of the following details:
• | Account Information Filters |
▪ | Account Type - There are multiple options provided in Account Type. Clicking Select displays a window, in which all the Account Type options are listed. Select the required option and click Done. |
▪ | Postal Code - Click Add Choice to enter multiple options for postal code. A pop-up window is displayed. Add one of the postal code options in Add Search Option and click Add. The postal code you entered is displayed in Item List. Similarly, enter more options for postal code. |
You can remove a postal code from Item List by selecting it and clicking Remove. To rename an option in Item List, select the item, enter the correct option in Add Search Option, and click Update.
Add the required options of postal code and click OK. This enables you to search all accounts which have any of the specified postal codes.
▪ | City - Click Add Choice to enter multiple city options for search. This enables you to search all accounts with any of the specified cities. For more details, refer to the Postal Code details in the same section. |
▪ | State/Province - Click Add Choice to enter multiple state or province options for search. This enables you to search all accounts with any of the specified state/province. For more details, refer to the Postal Code details in the same section. |
▪ | Asset Serial Number - Click Add Choice to enter multiple asset serial number options for search. This enables you to search all accounts with any of the specified asset serial numbers. For more details, refer to the Postal Code details in the same section. |
• | Contact Information Filters |
▪ | First Name - Click Add Choice to enter multiple first name options for search. This enables you to search all accounts with any of the specified first names. For more details, refer to the Postal Code details in the same section. |
▪ | Last Name - Click Add Choice to enter multiple last name options for search. This enables you to search all accounts with any of the specified last names. For more details, refer to the Postal Code details in the same section. |
▪ | Phone - Click Add Choice to enter multiple phone number options for search. This enables you to search all accounts with any of the specified phone numbers. For more details, refer to the Postal Code details in the same section. |
▪ | Country - Click Add Choice to enter multiple country options for search. This enables you to search all accounts with any of the specified countries. For more details, refer to the Postal Code details in the same section. |
▪ | City - Click Add Choice to enter multiple city options for search. This enables you to search all accounts with any of the specified cities. For more details, refer to the Postal Code details in the same section. |
▪ | State/Province - Click Add Choice to enter multiple state/province options for search. This enables you to search all accounts with any of the specified state/province. For more details, refer to the Postal Code details in the same section. |
You can search for the contacts associated with an account directly by selecting the Include contacts in search results option.
You can specify the number of records that you want to be displayed per page. For example, the number of records displayed per page is set to 10 in Figure 2.

Figure 2 The Search Results Page
To view all accounts in the system, leave all the fields blank and click Search.
Caution: In applications with a large account database, using blank fields to search for accounts may be time consuming.
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