Access a Booked Account

Use the Access Account option, available on the Home page quick access bar or the Navigation menu, to open an account using an account number.  

Follow these steps to access an account using the account number:

1. On the Access Account quick action bar on the Home page, skip to step 2. Alternatively, select Access Account from the Navigation menu.  The Access Account view is displayed.
2. Select the desired Location from the drop down list.

3. Enter the account number in the Account Number field.

4. Click Go.  The CACS Enterprise Browser opens the account.

Either the Accounting views (Financial Summary, History, Account Details, Judgment, IRS Reporting, Costs, Credit Bureau Reporting) will be displayed, or the Collections views (History, Notes, Contacts, Legal, Bankruptcy, Credit Bureau, Customer, and Skip Tracing). To see the other set of views, select the Collections or Accounting (whichever appears) push-button on the Tool Bar.

The contacts for an account are viewed on the Contacts view available in the Collections views.  If the Accounting views are displayed, select the Collections push-button. The Collections views are displayed.  Select the Contacts tab.  The Contacts view is displayed.