Account Browse

Account Browse

Purpose

To provide a list of Accounts with detail that matches the specified search criteria

Access

  1. From any Module Quick Access Button 
  2. From any Account Module Menu via the ‘Access Account’ item
  3. [F2] Lookup on Account Field

Search Criteria


Browse Specific Search Criteria

Field
Explanation
System
If accessed via the Account button, this will be available to select the module to search against

If accessed via a specific module, the system will default to the module you have entered this browse from
Notes
Text entered to this field will be searched against the account notes field 
Collateral
Text entered to this field will be searched against all text fields on the accounts Collateral records



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