Searching for an Account

If your system uses accounting, you can use the account search field to locate an account to process mail against, or when selecting an account to edit, delete or to create a new account level.

The account search field is located on the Select Accounts screen.

  1. Select the Search field.
  2. If necessary, change the account search criteria.
  3. Enter the search term. As you type, the best match is displayed in the Search Results tab.

    You can use hyphens as shortcuts to search for specific accounts, sub accounts, and sub sub accounts.

    NOTE: The hyphen shortcut can only be used to search within columns displayed on the screen (i.e. you cannot search for a sub account if the sub account column is not present).

  4. If the appropriate account is highlighted, select OK. If more than one account is identified as a match, select the appropriate account and then select OK.
  5. If prompted, enter the account password and select OK.
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