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Account Search
Use the Search Accounts panel to search for an account based on specific search criteria and display it. Latitude uses wildcard searching for most criteria. For example, if you don't know the precise spelling of a name, you can type one or more characters in the Name box and search on a partial name. Latitude returns all records where the name begins with the specified characters. For example, "SMIT" returns "SMITH," "SMITHERS," and "SMITLEY."
Quick Search
The system attempts an exact match before attempting a wildcard match when you search for the following:
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Account number
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Customer ID #1
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Customer ID #2
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Customer PURN
Related Topics
Select an Account From Search Results