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Template
Account Retrieval
There are several methods available for retrieving and displaying an account. The methods include:
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Searching for an account and selecting it from the search results.
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Selecting an account from open interactions.
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Opening a work queue of accounts.
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Selecting an account from your inventory.
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Selecting an account from your account history list.
All the retrieval methods require you to click the Search slide-in icon
.