Account Search

Account Search Options

To open an account, enter a known account number into the Quick Search text field.

You can also change the search criteria by opening the dropdown menu to select an Account field to search for and to choose other search operators. You can search by any of the following search parameters: Account Number, Account User ID, Bank Routing Number, Client Account ID, Credit Card/Bank Account Last 4 Digits, Credit Card Type, Parent Account Number, Parent Account User ID, Payment ID, Payment Reference Code, Agreement ID, Purchase Order Number, Sequential Statement, Last Name, First Name, Company Name, Email Address, Address, City, Locality, State/Province, Country, Postal Code, Phone, and Client Defined Fields.

Search fields have additional search criteria to choose from. For instance, when searching by Account User ID you can search for text like, equal to, beginning with, or ending with the text you enter.

If your search results in an exact match or single record, the Account found will open the Account Overview automatically. If there are multiple matches, for instance if you search by Account User ID and Begins With, a dropdown will expand, showing you up to the first five related matches. If the account you are looking for is not within the top five results, you can press Show All to view the entire list of search results.

Once you find the desired Account, open the Account by clicking on the Account Number within the search results. This will open the Account Overview page. At the top of page you will see some Account information. 

1. At the top of any page in CCP, you will see the navigation path leading to the current page. The displayed navigation path below is Accounts > (account number) > Overview
2. Status of the Account is displayed to the right of the Account holder's name. Any of the following Account Statuses may be displayed here:

   	Account is in good standing.
   	Account is not operational.
   	Everything under the account status is disabled and all plan statuses are terminated.
   	Account is temporarily banned. However, there is no effect on account billing.
   	All plans under this account are never invoiced.
   	Account has been registered via UI, but either account contact has not yet responded to an account activation email, or some other validation needs to occur.

   Note: Visit Account Statuses page for more details about Account Statuses.

3. Switch between the Account Overview and Payment Methods tabs to view basic information about the Account and available Account Payment Methods. 
4. Select the expander at the bottom of the Overview section to see more Account related details. Click the expander again to hide the Account related details.
5. The Account Overview sub-tabs can be found here. Switch between Subscriptions, Recent Activities, and Hierarchy to view information about the Account.
6. This area displays the information found within each sub-tab.