Opening

There are a few different ways to open an account:

1. Key in the Account ID by on the main toolbar and Enter.
2. Press the 'Open Accounts' button on the main toolbar
3. Click on the smart search icon  to the right of open account on the main toolbar and type in the first or last name.
4. Go to Accounts - Open Accounts/ Search Accounts.
5. You can also open an account from any screen that has account information displayed (i.e. pledge quick entry, payment quick entry, etc.)

From these screens the account can be open in a few ways:

1. Right click on the account info and click open account
2. Click on the smart search button and type in the first or last name
3. Click on the "open folder" button and the account will open