Searching and viewing accounts

To search for and view customer accounts:

 

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

 

2.On the left Navigation pane, click Accounts under Sales. The Accounts page is displayed listing all registered customers in the database.

 

3.To search for a customer account:

 

•Search Account: Enter a keyword. This can be a partial First Name, Last Name, Company Name, Login Name, Account Number, Contact ID, Phone Number and  Email ID.
•Select a Profile: Select the profile from the drop-down list.
•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

Enabling or disabling an account

Download account information to Excel