1

Double click in the client number field.

2

You can search through accounts using either company, account number, city, first name, or last name. Select the column you wish to sort by.

3

Type your search query in the locate field. This will automatically search through the customer accounts to find the one that best matches your search.

4

You can display a list of all accounts that match your search query, click on the Enh. Search button.

5

Highlight the desired account by click on it.

6

Click on the OK button to open the account.