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Searching for Existing Accounts

Steps to Search for Accounts

To search for accounts, you can use the Quick Search or the Advanced Search.

Quick Search

You can type any word or words in the search box. Mobil Serv searches across all assigned accounts and returns any accounts that match the criteria.

Active accounts display with normal text with a white border, and inactive accounts display as a faded tile.

Active Account

  1. Enter search criteria in the Search Accounts text box.
  2. Press Enter on your keyboard or click Search (blue magnifying glass) to perform the search.

Account Search

Advanced Search

For more specific criteria and multi‐faceted searches, use Advanced Search. You can combine keywords with operators such as AND or OR to produce more relevant results. 
For example, you can search for accounts were "Parent Account Name" equals "Mobil Serv Support" AND "Active Only" equals Yes.

To create an advanced search:

  1. Click Advanced to open the Advanced Search.
    Account Search 'Advanced'

  2. Enter your search criteria in Advanced Search.  Click Add rule to keep adding criteria.
  3. Click Search to perform the search.

    Advanced Search 'Search'

  4. To save a search, select Save and choose Save As to name the search.

    Advanced Search 'Save As'

  5. To use a saved search, select the Saved Search drop-down and select the desired search to run.


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