How do I look up accounts?

Use Inquiry to search and review an account's properties, details, and transactions. If you want to display additional information, you can use the drill down tool to look at the record or transaction detail. The information displayed in Inquiry is view only, which means that information can be seen but not edited or updated.

In this Topic

How do I look up accounts?
1. Search for an account
1. Manage filters
1. Make changes to the account
1. Refresh the displayed information
1. Make the display area larger
1. View owner information
1. Add/remove fields on the Detail subtab
1. View attachments
1. View notes

Search for an account

Open Property Improvements > Inquiry. Type in an account Account field located on the Lookup bar. You can also Search (F9) for an owner. Pressing Enter will show the owner's information as well as any transactions, payment schedules, and payoff detail that are associated with the owner..

Manage filters

Use Manage Filters to sort the information that is displayed in Inquiry. Clicking the Manage Filters button (Filters > Manage Filters) will

show the filters that have already been set up, and
allow you to set up new filters.

Make changes to the account

If you find yourself looking at outdated information in the owner's file, for example, an old email address or telephone number, you can edit the owner's record by clicking Modify Existing Owners (CTRL+M).

Refresh the displayed information

After changes have been made to other parts of the Property Improvements program, such as changing the owner's file or entering a payment, adjusting transaction, or payoff amount you may need to update the information that is displayed in Inquiry to show the new changes.

You can click the Refresh Data button (CTRL+R), it looks like a circle made of two green arrows, to load the new information.

Make the display area larger

You can increase the size of the record display area by clicking on the toggle bar in the middle of the Vendor Inquiry screen. The toggle bar has three horizontal marks on it. Clicking on the toggle bar will hide the vendor's address, contact, and telephone numbers so there is more space for viewing information. Clicking on the toggle bar again will restore the display area to its regular size.

View owner information

Click on the Owner tab to show the owner's contact information, remittance address, attachments and notes.

Add/remove fields on the Detail subtab

You can use the Detail subtab to add fields that are not included on another tab in Inquiry. This option comes in handy when you want to group certain fields together.

To add fields, right-click on the Field column heading and choose Select Fields. Now, use the Selection form to move the fields that you want to display on the Detail subtab to the Selected Fields list. You can also use the Selection form to change the order the fields are displayed on the Detail subtab.

To remove fields, follow the same process for adding fields except you'll want to move the fields which you don't want to include anymore from to the Available Fields list.

View attachments

Any files, documents, PDF's, images, and so on that have been saved in the vendor's file, or on a purchase order, invoice, or check for the selected vendor, will be available for viewing on the Attachments subtab. All of the filenames will be shown in the Description list and you can click on a filename to view the contents of the file.

View notes

Notes can be attached to the vendor's file or to purchase orders, invoices, and checks for the selected vendor. You can view all of the notes, or add a new note, to the selected item by clicking on the Notes subtab.