How do I filter accounts? (Connect Online)

Account List

Use Settings to set up the selection criteria for the Account List. You can filter accounts by period, account type, and segment. You can also choose to include or exclude terminated accounts, pending transactions, accounts with activity, and accounts with balances.

 

Filtering accounts

1. Open My Dashboard.

2. Click View Account List.

Account Watch List widget

3. Click Settings .

 

4. Update the settings to change the selection criteria.

The changes are applied immediately to the account list.

Settings

 

Resetting filter to default setting

1. Open My Dashboard.

2. Click View Account List.

Account Watch List widget

3. Click Settings .

 

4. Click Reset.

Reset button

 

 

 

 

Copyright © 2020 Caselle, Incorporated. All rights reserved.