Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 2 Current »

Under the Accounts menu, you can access various views related to account management. This menu provides quick access to essential account-related information.

image-20250206-080636.png

Active Accounts

This view displays all active accounts and offers multiple search options to help you find specific accounts. You can search by account number, account type, status, and more. Click "More" to access additional search filters. Additionally, you can export the data as a CSV file for further analysis.

Accounts.mp4

  • No labels