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Select Accounts

Use the Accounts tab to select accounts and attach them to a purchased, sold, or sample portfolio. You can run the same query or a different query multiple times to select and attach more accounts to the same portfolio. You can review the accounts included in a portfolio, include or exclude accounts, and export the information to a file.

To select accounts

  1. In the Navigation Explorer pane, click Purchases, Sales, or Samples.

  2. Double-click a purchase, sale, or sample name. The information appears in the Information pane.

  3. Click the Accounts tab.

Accounts tab

  1. In the toolbar, click Select Accounts. The following example is for a sale.

Select Accounts window

Note: For a sale or sample, a default condition of "Not Already Sold" appears. For a purchase, a default condition of "Not Already Purchased" appears.

  1. Do one of the following:

  • To open an existing query, in the toolbar, click Open. Click the query and then click Open.

  • To modify the query, specify the columns, conditions, and order.

  1. Click Run. The query results appear on the Results tab.

  2. Click Save.

  3. On the Accounts tab, modify the query as necessary and then click Run. The query results appear on the Results tab.

  4. To remove an account from the portfolio, click the row and then click Remove Selected Accounts. You can select more than one account at a time.

  5. Click Export to Excel.

Note: If you grouped information in the results, remove the grouping.

  1. In the Save As dialog box, specify the location and file name and then click Save. For a sale, the system assigns a queue level of "999" and a status of "SLD" to the accounts to flag them as sold.

Related Topics

Accounts

Queries