How to Search Accounts

  1. Login to your ConcourseSuite site.
  2. Click on the “Accounts" tab.
  3. Select Search
  4. Enter the search terms into the appropriate fields. If you leave all of the fields open, the search will return all of the account records in the system.
  5. Click Search.
  6. To view the account, click the blue action icon to the left of the account entry on the Search Results Page.
  7. Click View Details.