You can search accounts on the accounts list page using the basic search or advanced search.

To search accounts

  1. On the accounts list page, enter a search term in the search box and press Enter.

    You can search based on the account name.

  2. Click the Advanced Search icon () to apply filters to your search results and display the Advanced Search window.
  3. Click Add Criteria.
  4. Select a field to be used in the filter criteria.
  5. Select an operator from the drop-down. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
  6. Enter the value of the field. The type of value field depends on the field selected.

  7. To add another filter, click Add Criteria and repeat steps 4, 5, and 6.

    Click the delete icon () next to the search query to remove the search criteria.

    Click Remove All to remove multiple search criteria.

  8. Click Apply. CLM returns the accounts that match the criteria.