How to Search for Accounts

Please review the steps outlined below for information on how to search for a specific account within the Dashboard.

Step 1: From the Home tab, enter the Account ID for the account you are searching for in the search bar at the top of the page.

Step 2: Select “Go to Account” from the right. This will redirect you to the Accounts Overview page.

Additionally, you can search the Name, Account ID, or Email for a particular account from the Accounts page by selecting the drop-down on the left side of the top search bar, and then entering the necessary information for your selected parameter. 

If you wish to search for multiple accounts, please refer to this guide: How to Filter to Multiple Accounts

Please note: If the value entered does not match, you will see an error message stating “No matching accounts on file.”