Search for an Account to Link or Unlink

Use the Search / Add other Accounts tab in the Link Maintenance window to search for an account to link or unlink.

To search for an account to link or unlink

1. In the Main Menu window, from the Apps menu, click Link/Unlink. The Link Maintenance window appears.

2. Click the Search / Add other Accounts tab.

3. Select an option to search by Account ID, Name, Customer Account number, or SSN.

4. In the Search box, type your search criteria and then click Search. Accounts that match the search criteria appear in the Search Results pane.

Note: A number in the Link column indicates that the account is linked to one or more other accounts.

Related Topics

Link or Unlink Accounts