====== Look Up An Account ======

~~CONTEXTID:182~~

~~OLDHREF:lookupaccount.html~~

===== How To Look Up An Account =====

From Liberty **Inventory Module**:

  * Click on the **Account List** button (located just below the **Main Menu**). \\ {{libertyreact:lib:newitem6062.png|NewItem6062.png}}
  * Select **File > Account** **List** from the **Main Menu**. \\ {{libertyreact:lib:newitem6061.png|NewItem6061.png}}

        The **Accounts** screen will display:

{{libertyreact:lib:newitem6060.png|NewItem6060.png}}

===== Searching For An Account =====

Liberty5 supports a smart search feature.

  - Type in the **Search** Bar to find an account you are looking for. \\ {{libertyreact:lib:newitem6059.png|NewItem6059.png}} \\ {{libertyreact:lib:newitem6058.png|NewItem6058.png}}
  - To clear out the search field you can delete the text, or click the X Button. \\ {{libertyreact:lib:newitem6057.png|NewItem6057.png}}

===== Sorting and Viewing Accounts =====

  - To view all accounts, make sure the Active Accounts Only check box does not have a check mark. For more information on deactivating accounts, please see the section entitled [[accountmanagement1:deactivatingacct|Deactivating an Account]].
  - If you wish to view both **Consignors** and **Customers**, remove the check in the **Show Sellers Only** Check Box. \\ {{libertyreact:lib:newitem6056.png|NewItem6056.png}}
  - Sorting accounts can be accomplished by:
    * Click on the column header of the field you wish to sort on. For instance, clicking on the **Last Name** header (at the top of the list) will sort all accounts by **Last Name**. \\ {{libertyreact:lib:newitem6055.png|NewItem6055.png}} \\ An Arrow indicator will tell you which column the data is being sorted by. An **Up** arrow indicate the data is being sorted by this column in **Ascending** order. \\ {{libertyreact:lib:newitem6054.png|NewItem6054.png}} \\ A down arrow will indicate the data is being sorted by this column in **Descending** order. \\ {{libertyreact:lib:newitem6053.png|NewItem6053.png}}
  - To pinpoint the account, type in part or all of a word that would be found in the selected **Search** field. \\ {{libertyreact:lib:newitem6052.png|NewItem6052.png}}
  - Use the mouse, **Up** and **Down** arrow keys, and/or the **<Page Up>** and **<Page Down>** keys to navigate through the list of accounts. When the account you wish to view is highlighted, either press the **<Enter>** key or double-click on the account. \\ {{libertyreact:lib:newitem6051.png|NewItem6051.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:accountmanagement1:lookupretailacc|Look Up A Retail Account]]

==== Related Topics ====

[[accountmanagement1:lookupaccount]]
[[accountmanagement1:newtopic44]]
[[tutorial:trainingmode]]
[[accountmanagement1:deactivatingacct]]
[[accountmanagement1:addnotesacct]]
[[accountmanagement1:addressphonenumber]]
[[accountmanagement1:applygroupdeduct]]
[[accountmanagement1:bulkchangepc]]
[[accountmanagement1:clientimportexport1]]
[[accountmanagement1:creatingnewmaint]]
[[accountmanagement1:customizeaccount]]