Search for an account    

Perform the following steps to search for an account.

 Tip: Use the Company Name field to search for company names.

1. Click Account Management My Customers.
2. Enter as much data as possible for the account in the search fields.
   
     Notes: Limiting your search will decrease the number of returned items and the search time. You can use a wildcard asterisk (*) in the search fields to locate your customers. For example, to find Fairchild Plumbing, you could enter Fairchild* in the Company Name field. The other fields can also be used with a wild card. Search results will only return customers with which your company is aligned.
   
   
3. Click Go.
4. In the Results list, click the Company Name you need.
5. When you are finished, click GoTo  List to release the account.

 Tip: If the accounts Results list is displayed on this screen when you click Advanced Search, it is because it returned the result set from the last search conducted by you during this session. For example, if you  searched for all companies with construction in the name, visited another tab in the portal, then returned to this screen, the results from the last search display. When you view this tab for the first time during a session, there will be no customers listed.

See Also
Personalize the Account Search Results View
View a Customer Account