====== Look Up an Account ====== ===== How To Look Up An Account ===== From Liberty **Inventory Module**: * Click on the **Account List** button (located just below the **Main Menu**). \\ {{libertyreact:lib:newitem6279.png|NewItem6279.png}} * Select **File > Account** **List** from the **Main Menu**. \\ {{libertyreact:lib:newitem6278.png|NewItem6278.png}} The **Accounts** screen will display: {{libertyreact:lib:newitem6277.png|NewItem6277.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:newitem6276.png|NewItem6276.png}} \\ {{libertyreact:lib:newitem6275.png|NewItem6275.png}} - To clear out the search field you can delete the text, or click the X Button. \\ {{libertyreact:lib:newitem6274.png|NewItem6274.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:newitem6273.png|NewItem6273.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:newitem6272.png|NewItem6272.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:newitem6271.png|NewItem6271.png}} \\ A down arrow will indicate the data is being sorted by this column in **Descending** order. \\ {{libertyreact:lib:newitem6270.png|NewItem6270.png}} - To pinpoint the account, type in part or all of a word that would be found in the selected **Search** field. \\ {{libertyreact:lib:newitem6269.png|NewItem6269.png}} - Use the mouse, **Up** and **Down** arrow keys, and/or the **** and **** keys to navigate through the list of accounts. When the account you wish to view is highlighted, either press the **** key or double-click on the account. \\ {{libertyreact:lib:newitem6268.png|NewItem6268.png}} ==== Next Article In Section ==== Click the following link to move to the next article in this section: \\ [[:tutorial:accountmanagement:editingaccount|Edit Account Information]] ==== Related Topics ==== [[tutorial:accountmanagement:lookingupaccount]] [[accountmanagement1:newtopic44]] [[tutorial:trainingmode]] [[tutorial:accountmanagement:accountsoverview]] [[tutorial:accountmanagement:addingccontract]] [[tutorial:accountmanagement:addingclients]] [[tutorial:accountmanagement:addnotestoacct]] [[tutorial:accountmanagement:attachingcontract]] [[tutorial:accountmanagement:creatingmaintainingaccts]] [[tutorial:accountmanagement:deletingaclientacc]] [[tutorial:accountmanagement:editingaccount]]