Find Accounts
You can find accounts in the database using the search bar, quick find search, or advanced find search. Search results list in order of how strongly they match your search criteria. More weight is awarded to matches in certain fields than others. For example, a match in the Account Name field is more than a match in the Address field.
After you find an account, there are a few ways to open it.
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To go to the Home page on the account, click the account name.
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To open a particular persona on the account, click the persona.
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To send an email to the first email address on the persona, click the email address.
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To open the account's most recent journal entry, click the link in the Last Entry column.
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To add a journal entry to the account, click the ellipses button in the left column. Next, click Journal. The Journal page for the account appears. From the Add menu, select the journal entry type you want to create for your information.