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Home > Aria Crescendo Documentation > Account Management > Search for an Account

Search for an Account

This article applies to:Aria Crescendo

Overview

You can search for customer information using various criteria such as last name, account number, or invoice number. There are three main options to search for accounts, as stated below.

Searching for an Account

Getting Here: Click Accounts > Search > select a search option

  • Ad-Hoc Search: Performing an Ad-Hoc Search allows you to search based on specific fields, such as Account Number, Credit Card Type, and Bank Routing Number,  among others. 
  • Criteria Search: Performing a search using detailed search criteria is ideal if you are able to provide specific information as part of the search, such as the Plan Instance ID or the Invoice Number, among others.

 


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Last modified
16:08, 26 May 2016

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