Featured Enhancement: Quick Search

This week’s featured enhancement is in Account Management. A new feature, Quick Search, has been added to the ENTERPRISE frame enabling users to quickly find and open specific accounts.

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To use this, start typing in the box. A list of up to 10 accounts will automatically be generated, matching the string you entered to Primary and Additional Report Names in the Addresses table. (Report Names are visible on the ENTERPRISE Address Information page.)

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To open Account Management for any of these accounts account, just click on it or can scroll through the list using the up and down arrows on your keyboard to highlight a row, and click on Enter to open that account. You can also type an Account ID (FRID) in the box.

You can also open Account Inquiry or Add a New Account using the associated buttons located at the bottom of the list.