To search for a customer account:
On the Accounts Home page, select Search.
The Account Search page appears.
For Account Type, select the type of account.
Enter search criteria for the account that you want to find. See "Account Search Page and Dialog Box".
Click Search.
Accounts that match your criteria appear. If more search results are available than can fit in the search results panel, click Search More to show additional results. By default, this list displays 5 results at a time. The number of results can be configured in OSM.
Click View Details for the account whose details you want to view.
The Account Overview page appears.
Account Search Page and Dialog Box
Use the Account Search to find and view a customer account.
Account search fields can contain the asterisk (*) wildcard character, which matches a string of characters. For example, a value of 12* entered in the Account Number field returns all accounts whose numbers begin with the characters 12.
| Field | Description |
|---|---|
| Account Type | (On the Account Search page only) Select the type of account. |
| Account Number | Enter the customer's account number. |
| Company Name or First Name/Last Name | Enter the account holder's name. |
| Street Address | Enter the street address. |
| City/Town | Enter a city or town. |
| State/Province | Enter a state or province. |
| Zip/Postal Code | Enter a zip code or postal code. |
| Country | Enter or select a country from the list. |