Find an account

You can search for accounts using by customer document number, Pismo account ID, email, or customer name.

To find an account:

1. From the main menu, select Operations > Accounts management.
2. On the Accounts management screen, select one of the following tabs, depending on how you want to search:
   • By customer: Search for all accounts linked to a customer using a document number, Pismo account number, email, or name.
   • By specific account: Search for a specific account using its Pismo account number.
3. Enter a search value and then select Search.
   • If you search by customer, Control Center displays a list of all accounts that are linked to the customer. Select the account you want to open its Accounts overview.
   • If you search for a specific account, Control Center takes you directly to its Accounts overview.

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What is a session?

An account management session starts whenever you open an Accounts overview. For more information, refer to Sessions.