Search for an account

Procedure

  1. Select the path to search for an account.

    To search for an account from

    Path

    The Account tab

    Click the account if it is visible or enter the account number in the Acct# field.

    The Search tab

    Select Accounts.
  2. For the search path, enter your search criteria and click Search.

Account search minimum search criteria

When searching for an account, you must enter at least one of the following minimum search criteria:

Search Accounts field

Property on Account

Account Number

AccountNumber

Phone

WorkPhone

Tax ID

NameCriteria.OfficialID

Producer Code

ProducerCode

City and State

City and State

ZIP Code

PostalCode

Minimum search criteria is defined in the hasMinimalCriteria method in the gw.account.AccountSearchCriteria class.