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. 

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 Client Accounts.
2
Use the Search and Filter options to locate your target Client Account.
3
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.