• Starting With: Type text into the text box and click the Go button
• Wildcard search use the % sign according to these examples:
• %text = finds matches ending with text
• text% = finds matches beginning with text
• %text% = finds matches for text anywhere

• Account Type: Sort Accounts by one type or All (default)
  
   
• Sort By: Options for searching Accounts using the Starting With text box
• Account Name (default)
• Account Id
• Site Description
• Contact
• Equipment

New Account

1. Click the New Account button
2. Enter the information and click the Save button

Delete Account

1. Click the Delete Account button
2. Click the OK button to delete the Account and all related records (or click Cancel)

Edit Account

1. Lookup an Account and click the Select button (or double-click on an Account in the list)
2. Click the Edit Account button
3. Edit the information and click the Save button

Transfer Records