Find By Account Number
This Find By option searches for the Account Number
that matches the data you entered.
Find By Account Number prompt
A list of matching records will be displayed.
Find By Account Number results
Selecting OK while leaving the prompt empty will
cause Collect! to display ALL records.
This function searches all debtor records looking at
the Debtor Acct field for an Account Number that
matches the Find By Account Number criteria.
If Collect! finds any matches, it displays a list of the
matching records.
For example to find all instances of NJ214-77-8898
type 'NJ214-77-8898'.
To search for a set of characters in the middle of
a Acct values, type *77 (or whatever you need).
The asterisk [*] tells Collect! to search all Acct fields
for a number containing the Find By Account Number criteria.
For example, if you know there's a Account Number you
are looking for such as 'NJ214-77-8898', you could
type '*214' and it will come up with both
'NJ214-77-8898' and 'WA214-77-7986'.
Searching with [*] is a lot slower than just
typing the first few characters of the desired
Acct because the system has to read every
single key and search it for matching characters.
There is a difference in using the Find By Account
Number when you have entered your Acct values
inconsistently. Numbers entered as 'NJ214778898'
are actually different from 'NJ214-77-8898' when
compared for a match. It is important to enter all
Account numbers in a consistent way.
When the list is displayed, you can immediately
start typing the exact Account Number you wish to find
and Collect! will scroll through the displayed list to
move you to the specific Account Number you may be
looking for.
Once the row with your Account Number is highlighted,
press ENTER or select the row with your mouse and
Collect! will open the Debtor form.
When you are ready, you can either back all
the way out and return to what you were doing,
or you can return to the list and select another
row to work.
If you go too far, select Browse Find By Account
Number again and Collect! will retain what you
previously searched for. This helps speed up your
lookups.
Once you Cancel the list, or back out to another
form, the matching Account Numbers list will be released.
See Also
- Find By
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