1. To access Accounts from the Home screen, do one of the following:
   • Click Accounts on the navigation panel.
   • Click Areas > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

To access Accounts from another area of the program, do one of the following:

• Click Home > Accounts on the menubar.
• Click the down arrow next to Home on the options bar and select Accounts.
• Click Locate on the options bar.

2. In the Locate account dropdown menu, select Broker, Client, Finance Company, or Other Interest.
3. In the Locate by dropdown menu, select the appropriate option.
4. Select the suitable checkbox or checkboxes to the right.
   • Insureds (available only if Clients is selected in the Locate Account field)
   • Prospects (available only if Clients is selected in the Locate Account field)
   • Additional Interest (available only if Other Interest is selected in the Locate Account field)
   • Bill to (available only if Other Interest is selected in the Locate Account field)
   • Certificate Holder (available only if Other Interest is selected in the Locate Account field)
   • Active
   • Inactive
5. Enter the first few letters of the name, policy number, phone number, etc. (depending on your Locate by selection) and press [Enter] or click Locate.
   
   Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
7. Highlight the desired item in the Results list.
8. Do one of the following:
   • Click Transactions on the navigation panel.
   • Click Areas > Transactions on the menubar.

1. To change the way transactions display when you populate the list, click the word Transactions in the view filter.

A list of choices displays.

• Balance Forward: Displays one row per item
• Open Item: Displays the original rows as well as any credits/debits or other charges applied to those items
• By Bill #: Displays the transactions for each invoice rolled up into a single detail line.

2. Click on the appropriate selection.

Use the search bar to display transactions that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of transactions.

To save your currently applied filters as a default for all accounts of the same entity type, create Filter Defaults. Your currently applied filters are saved as a default for the selected account automatically. Filter defaults are unavailable on Transactions lists opened from the Access menu, as Access > Transactions already provides a filtered view.

Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

1. Click the Select Columns link label on the right side of the header bar. The Select Columns window displays.
2. Select the checkbox next to each column that should be included in the list.
   Deselect the checkbox next to each column that should be removed from the list.
3. Columns will display in the order in which they are listed. To move a column up or down in the list, select the column and click the up arrow or down arrow to change the order.
4. Click OK or press [Enter] to save your changes.

Click Cancel to close the window without saving your changes.