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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 Data Entry menu, click Link/Unlink. The Link Maintenance window appears.

  2. Click the Search / Add other Accounts tab.

Search / Add Other Accounts tab

  1. Select an option to search by Latitude Account ID, (debtor) Name, Customer Account number, or SSN.

  2. In the Search box, type your search criteria and then click Search. Debtor accounts that match the search criteria appear in the Search Results pane.

Search Results

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

Create a Link Between Accounts

Add an Account to a Link

Remove an Account From a Link