Searching and viewing accounts

To search for and view customer accounts:

 

1.Login to the Multifront franchise administration website. The Dashboard page is displayed.

 

2.On the top menu, click Accounts under Order Management. The Accounts page is displayed listing all registered customers in the database.

 

3.To search for a customer account:

 

•First Name: Enter a partial First Name
•Last Name: Enter a partial Last Name
•Company Name: Enter a partial Company Name
•Login Name: Enter a partial Login Name
•Account Number: Enter a partial Account Name
•Contact ID: Enter a partial Contact ID
•Phone Number: Enter a partial Phone Number
•Email ID: Enter a partial Email ID.
•Start Date: Enter the start date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date.
•End Date: Enter the end date in MM/DD/YYYY format OR click the calendar button beside the date box to set the date.
•Partner Approval Status: Select the partner approval status from the drop-down list.
•Click Search. All accounts matching the search criteria will be displayed under Account List.

 

4.Click View on the account to view its details. The Account Details page is displayed listing the customer details.

 

 

See Also:

Adding an account

Editing an account