How to Search for and Display an Account Profile

Your ability to search for account profiles depends on your user permissions.

To search for an account profile:

1.Click on the Account Management link.

2.Click on the Search Account Profile link.

The account search criteria appear.

3.Enter your search criteria.

You must enter at least one search criterion in order to perform a search. The search is not case sensitive, which means that the search is performed regardless of whether you enter upper- or lower-case letters.

If you search for address and contact information, the system searches through all the information for both billing and mailing contacts.

You can use a wildcard (*) at the end of a city name to replace one or more characters. For example, if you enter P*, you will retrieve all the city names that start with P.

Note:      You cannot use the wildcard at the beginning of the city name (e.g. *A) or in between two letters (e.g. A*B).

4.Click on Search.

If there are profiles that match your search criteria, these profiles will appear in a list. The system displays a maximum of 100 profiles.

The search results are sorted in alphabetical order by account name.

5.To view a specific account profile, click on from the list of profile search results.

The account profile information is retrieved and displayed.

Your ability to view account profiles depends upon your user permissions.

If there is no information defined for a certain field in the profile, a dash "-" is displayed.

For more information about the account profile details, see What Are the Elements of an Account Profile? .

For information on modifying the profile, see How to Modify an Account Profile .