Account Search

Quick Search

To open an account after opening CCP, enter an account number into the Quick Search text field at the top of your page.

You can change the search criteria by expanding the dropdown search fields menu to select an account field and to choose a search operator.

To find your recent searches you can either select the Recent Searches tab within the search fields menu or you can select the clock arrow to the right of the search text box to access Recent Account Activity. This gives you one-click access to recent search history to facilitate faster location of previously used search criteria.

Advanced Search

Advanced Search gives you to opportunity to search for more than one search criteria in a single search. 

Search fields have additional search criteria to choose from. For instance, when searching by Account User ID you can search for text Like, Equals, Is One Of, Begins With, or Ends With the text you enter.

With Advanced Search you can compound the usage of these additional search criteria by typing in strings like the following examples:

• ClientID Equals 1234 OR
• ClientID Equals 5678 OR
• ClientID Equals 9000

To simplify, you can also create this exact same search using the Is One Of criteria as follows:

• ClientID Is One Of 1234, 5678, 9000

Search Results

If your search results in an exact match or single record, the account found will open to 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 a list of returned matches. If the account you are looking for is not within the top few results, press Show All to view the entire list of search results.

Once you find the desired account, click on the Account Number within the search results to open the Account Overview page for your selected account.