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CGM Knowledge Base

Lavorare con lista di Accounts

Searching for an Account

1. To search for an Account on the Accounts tab, expand the search area by clicking on the "Search" button.

2. Enter the search term that should be used to search for the respective Account, e.g.,

  • name of the Account
  • state
  • city
  • ZIP code

3. Press the "Enter" key.

Accounts_Search_button.png

Adjusting the number entries per page

Click on the "View" button to adjust the number of entries that should be displayed on one page of the list.

  • 5 entries per page

  • 10 entries per page

  • 25 entries per page

  • 50 entries per page

Accounts_View_button.png

Sorting account entries

Click on the "Sort By" button and select to either display the entries in ascending or descending alphabetical order of the Company Name.

Accounts_SortBy_button.png

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