Lookup individual accounts
To view an account in collections, simply enter the relevant keywords in the home bar and click the magnifier button. Alternatively, you can view all your accounts in collections by clicking the magnifier without entering any information.
A list of accounts matching your search term will be displayed. When you click on an account in the list, more information will be displayed.
Run Report
Depending on your needs, you can run many different reports. Select Reports from the upper right corner.
Comments