Selecting an Account

Accounts contain data for a particular customer. You may be assigned to more than one account, each of which may contain multiple organizations. Select the desired account from the corresponding dropdown to process a new transaction. The page refreshes with the appropriate lines of business in the menu bar.

Note: The Accounts dropdown appears only if a user is assigned to multiple accounts.

The Accounts dropdown appears at the top of the MAILING SEARCH and ERROR SEARCH pages.