Viewing trading accounts

You can use search and filtering criteria to view accounts. For example, you can search by account name, and filter by company, trading group, and active or inactive accounts.
To view and filter trading accounts:
  1. Navigate to the Customize workspace and select the Account Mapping tab.
  2. Use the following search and filtering criteria to find the accounts that you want to view:
    Search Account Name
    To search for a specific account name, enter the name of the account.
    Search Parent Account
    To search for a specific parent account, enter the name of the parent account.
    Company
    To filter by the company that is mapped to the account, click the Select button . In the Select Company dialog, locate and select a company, then choose OK.
    Any Trading Group
    To filter by the trading group that is associated with the account, select a trading group from the list.
    Mapped and Unmapped Accounts
    To filter by mapped or unmapped accounts, select Mapped Accounts Only or Unmapped Accounts Only.
    Note: A mapped account is an account that is mapped to a company. An unmapped account is not associated with a company.
    Any Status
    To filter by active and inactive accounts, select Active or Inactive.
    All Accounts
    To filter by child or parent accounts, choose Child Accounts Only or Parent Accounts Only.
    Deleted and Non-Deleted Accounts
    To filter by deleted accounts, choose Non Deleted Accounts Only or Deleted Accounts Only.
  3. Select Run.
The account list refreshes to display results based on your filter and search criteria.