- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page Statistics Console help Vendor Payment Batch Wizard help WorkFlow Designer help Work Queues landing page
Web Access Help
Accounts
If you have the appropriate permissions, you can use the search feature to search for an account. When the system locates the account, you can view details for the account, add a note to the account, and send an email message regarding the account to the administrator.