Fig 1 - Account Admin Link
- Click the ‘Setup’ Tab > Account Admin as in above.
Fig 2 - Search Criteria with Search Button
- Clicking the Account Admin link loads the Account List page where users can search for accounts by using the different fields to narrow the search (see the article How to: Create & Edit Accounts explains each field).
- Enter the relevant criteria and press the green ‘Search’ button. Clicking the grey ‘Reset’ button, reverts all the fields to their defaults.
Fig 3 - Search by Alphabet
- Clicking a letter of the alphabet will display all accounts whose name begins with that letter. Clicking the letter will immediately carry out the search.