Account Filters

Account Filters

Example: The account filters allow you to sort all accounts by:

  • Account - This is a targeted keyword search by First Name and/or Last Name.
  • Guest - If guest checkout is enabled this will search by all guest that have created an account.
  • Participant - This searches for all participants that have been created.
  • Credit Card - Search by Name on credit card of account holder.

Change the filters in the upper lefthand corner of the Accounts page. Selecting one or all filters will narrow or widen your search.





SKU: COKB

    • Related Articles

    • Viewing the Payment History on an Account

      Introduction It is sometimes important to review the payment history for a specific Account. For example, a customer calls and wants to know when a Refund was processed and by whom. Or, perhaps you need to know when a Payment was made and what was ...
    • Account Groups Overview

      Topics Covered: Overview Creating Your First Group Editing a Group Finding the Account Groups Page Viewing the Account Groups Page Viewing a Group The Account Group Header Content Block The Account Group Header - The Email Group Members Button The ...
    • Account Introduction

      The Account Screen gives you a number of tools you can use to get your work done and to assist your customers. Note: You can look up an Account by the Account holder's First Name or Last Name by typing it into the search field: Click on “Participant” ...
    • Account Introduction

      The Account Screen gives you a number of tools you can use to get your work done and to assist your customers. Note: You can look up an Account by the Account holder's First Name or Last Name by typing it into the search field: Click on “Participant” ...
    • Account Approvals

      Introduction You can require that Cart Accounts be approved before they can be used to make Purchases. Approvals are done by Coordinators, who have special access to tools and data via a Dashboard. Coordinators are part of Organizations, so ...