1. Click on Account.
   The Account Search screen will display. You can search for an account using the search options and filter at the top.
   

   

2. To Search for an account, use one or more of the following filters available. eg keyword, account type, banner.
   Note: the filters available is depended on the fields created or selected as part of accounts.
   In System Config > Accounts, you will be able to nominate which fields can be searched on in an account search.
   

   

3. Click Search.
   A list of accounts matching the search criteria will display.
   

   

4. Click on the Name of the account to view account details.
   The Account Details will display.
   

   

5. Click on the relevant tabs to update the information required.  
   

   

6. Ensure to click Save Changes to each tab where changes were made to save the new information.