Accessing All Accounts
To view a list of all accounts in a table, on the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets, and then, on the Accounts menu, click View Accounts List.
Filtering Accounts
- If you cannot easily find an account in the table, click the Advanced Search icon
, and then, in the Advanced Search window, specify values in the fields, and then click Search. You can select multiple values in some of the search fields. - If customized account filters (account views) are created for you, you can use them to segment, track, prioritize, or manage accounts. Account views are available in the search box.
- After selecting an account view in the search box, if you want to view all accounts, click the Clear Account View icon
. - If the search box displays the label Select a predefined view, all accounts appear in the table.
Customizing the Account Table
- To sort the account values in a column in ascending or descending order, click the column heading once or twice as required. Alternatively, on the Configure tab, you can click the arrow next to the column heading, and then click Sort Ascending or Sort Descending.
- To display only certain columns, click the arrow next to any column heading, click Columns, and then clear the checkboxes next to the columns that you do not want to be displayed in the table.
- To filter the accounts based on a column, click the arrow next to the column heading, click Filters, and then specify the text based on which you want to filter the accounts.