Searching Accounts

Prerequisites

To search accounts, you should have:

  • Accounts created in the application

Procedure

To search for accounts:

  1. Search the hold requests for Account that are having Draft status.
  2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request whose details you want to search.
    The Hold Request screen appears.
  3. Enter the search criteria in the Search Account zone.
  4. Click Search.

    A list of accounts that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Hold Request Screen Hold Request (Used for Viewing)
Hold Request Zone Hold Request
Adding Accounts in a Hold Request Adding Accounts in a Hold Request