How do I find a Client Account?
To find a Client Account, please follow these steps:
Method 1: Global Search
You can quickly find a Client Account by leveraging the Global Search bar at the top of any page.
The Global Search returns entities that match your search term. To isolate only Client Company results, precede your search term with "client-account:" with or without space after the colon.
Try narrowing Incidents search results by location name, location address, Client Account Number or by Client Company name.
Method 2: Manual Search
- 1
- Click on Invoicing.
- 2
- Click on Client Accounts.
- 3
- Use the Search and Filter options to locate your target Client Account.
- 4
-
Click on
View or
Edit.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.