Searching Accounts

You can search for accounts based on the keywords and column wise search based on account parameters such as account name, account manager, topics template and so on from the accounts list view.

Search Accounts based on

• Keywords & Alphabets

• Column-wise Search

Search Accounts based on Keywords and Alphabets

Accounts tab

1. Click Accounts tab in the header pane to open the account list view page.

2. Enter the keyword in the search field provided.

3. Click Search. All solutions that match the keyword provided by you in the search field is displayed.

Alternatively, from the accounts list view page, you can search for accounts in alphabetic order using the alphabets displayed.

Performing a Global Search

You can also perform a Global Search that searches the keyword in every module at one go. Advance search options such as, Wildcard search, phrase search, boolean search, field specific search and much more, can be used to make the search effective. To know more, click Search Tips.

Column-wise Search

You can also perform column-wise search of accounts if you know any of the account detail such as account name, account manager, topics template and so on. To perform a column-wise search,

1. From the accounts list view page, click on Search icon . The search field opens just below every column that is visible in the list view.

2. Enter the search string in the column of your choice. You can enter keywords in more than one column to perform a combined column search.

3. Click Go. The search results matching the search string(s) are displayed.