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.
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- Use the Search and Filter options to locate your target Client Account.
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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.