NOTE:

• If you wish to leave the Advanced Account Search screen open while you work with other functions within the platform, you can minimize it and then redisplay it when you want to continue to work with the same list of accounts.
• Select the Reset Search link to delete all established criteria, search results, and account type selections.

1. Select the Advanced Search link on the Account Access Layer screen. The Advanced Account Search pop-up screen displays.
2. Choose an entry in the left-most criteria drop-down list.
3. Based on your selection, additional fields, drop-down lists, and/or links display so you can complete the search criteria. For example, you could select to search for accounts where the primary account holder's Age >= 70 AND Cash Available >=100000.
4. If you want to add more criteria to the search, select the Add Criteria link to display another row and then repeat Steps #3 and #4. NOTE: You can specify up to five (5) search criteria and you can select the Reset Search link to delete all established criteria and begin specifying them again. Also, you can delete an individual entry by selecting its associated Remove link.
5. When you finish establishing the criteria, select the Search button. NOTE: All specified criteria must be met in order for an account to match or satisfy the criteria.
6. The account(s) matching the criteria you provided displays, up to 50 per page. If there are more than 50 matching results, you can use the Previous, Next, and number links to display the additional results. NOTE: An error message displays to inform you if there are no accounts that match.
7. Once the list of accounts that match your search results displays, you can use the arrow in the Menu column of a selected account to display a navigational panel that provides access to the functions available for that account. The entries in the panel vary depending upon your entitlements. NOTE: Please see the individual online help topics for additional information on the navigation panel entries.
8. Optionally, you can use the Sort results by drop-down list to organize your results list alphabetically (ascending (A-Z) or descending order (Z-A)) according to one its entries (Account #, Custom Short Name, FBSI Short Name, or Primary Holder).
9. If you wish, you can drag-and-drop columns to reposition them so the display better meets your needs.
10. The columns with blue headers (Account # (the default), Custom Short Name (present if selected on the Short Name Display screen (Service > User Preferences > Short Name Display)), and Primary Holder represent additional sort criteria. Select one of these headers to sort the results list in either ascending or descending order according to this column; select the heading again to reverse the display order (ascending or descending).
11. You can create a new group containing all or some of the entries in the search results. Select the checkbox to the left of an account to select it individually; select the checkbox to the left of the Account # column header to select all accounts in the list. Then, select the Add to New Group button that activates to create a group containing the selected account(s). NOTE: Please see the associated online help topics for additional information on adding and managing groups.

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