Account Management for Conversions

This is where you can check the companies, regions and locations of accounts you have created.

There are a couple of ways you can search this section: Using the Search Function and Using the Filter tool.

Search Function:
1: If you know the name of the company you want to search for, or you only have a small number of companies, you can use the search function at the top of the page.
2: You need to enter at least the first 3 letters of the name in the space. You then have choices of criteria to search for. Your choices for Search By are: All, Account Code, Account Name, State, Zip, Phone, Lab Account or Lab ID. The choices for Type are: All, Master Account, Company, Region or Location.

ScreenHunter_172 Sep. 13 14.49.jpg
3: Once you have selected the criteria click on the Search button. If any of the accounts match the criteria, they should populate a list in the window.

ScreenHunter_173 Sep. 13 15.01.jpg

Using the Filter: This is the funnel or wine glass looking icon in the upper right part of the screen.
ScreenHunter_174 Sep. 13 15.04.jpg
1: Click on the Filter icon in the upper right section of the screen.
2: This opens up the query screen. Here you can select a link to set filter criteria for your search.
ScreenHunter_175 Sep. 13 15.09.jpg

3: The most common search criteria is Company. Click on the Company link. This brings up the Filter Criteria pane. You should see all the companies or accounts that you have created. You can select the ones you are interested in, or choose all from the Possible Criteria pane.

ScreenHunter_176 Sep. 13 15.14.jpg

4: Move your choices of Possible Criteria to the Selected Criteria pane by clicking on the transfer icon between the two panes.

ScreenHunter_177 Sep. 13 15.19.jpg

5: Once you have the Selected Criteria you desire, click on the Save / Close button.
6: If you want, you can set more criteria from the links on the query screen. Once you are set with all the criteria you want, click on the GO button on the right side of the screen. After a few moments all the accounts matching the criteria you selected should populate the screen.

ScreenHunter_178 Sep. 13 15.26.jpg
Here are the companies that matched the set criteria:
ScreenHunter_179 Sep. 13 15.28.jpg
7: To view details of the company click on the name of the company that is now a link. This brings up the Account MGMT detail screen.

ScreenHunter_180 Sep. 13 15.31.jpg

From this screen you can view many of the details of each particular company or account.