The client's account number is a system-generated number. While it is not commonly used in a client search, the account number (if known) can be used to search for a client’s information.
To search for a client using the account number:
1. Enter the client’s account number in the Account # field as seen in the Client Search section of the Client / Transaction Search page.
2. Click the Search button. The Case Information - Case Tab displays for the account number provided.
If you incorrectly enter the client's account number, click the Clear button and re-enter the account number again.
You can perform the following tasks on the page:
1. Click the Issue Card link. The Issue a New Card to a Client via Mail page displays.
2. Click the Create Account link. The Create Account page displays.
3. Click the Merchant Search link. The Merchant Search page displays.
4. Click the Help link. The webADMIN Online Help displays.
5. Click the Transaction Search link. The Transaction Search section of the Client / Transaction Search page displays.
6. Click the Back to Top link to return to the top of the Client / Transaction Search page.
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