How to Search for Customers and Accounts > Customer Search Screen

To help you more quickly find the precise information you are searching for, you can limit the types of related entities that are displayed in the Related Entities list view at the bottom of the screen.

To limit the related entities displayed:

1.Mark the appropriate boxes in the Limit Related Entities To field group. For example, if you only want account numbers and names of people or organizations to be displayed, mark the boxes labeled Account, Organization, and Person.

When you perform the search, only the entity types marked in this field group will be displayed in the Related Entities list view.

To view related entity information:

1.Click on an item in the Search Results list view.

To change the types of related entities that are displayed:

1.Mark or uncheck the appropriate fields in the Limit Related Entities To field group.

2.Click on the appropriate <Search by . . . > button (such as <Search by Name>) to perform a new search.

When you highlight an item in the Search Results list view, only the entity types you selected will display.

To delete all the search criteria and start over:

1.Click <Clear>.