Use the Social Security Number/Tax ID option to search for a customer using the Social Security Number or Tax ID.
Follow these steps to initiate a search using the Social Security Number or the Tax ID:
Select Search for Account on the Home page Account Search / Manual Setup quick access bar. The CACS Enterprise Browser displays a search data entry drop down area. Alternatively, select Search for Account from the Navigation menu. The CACS Enterprise Browser displays the Search for Account view.
Enter the Social Security Number or Tax ID in the SSN/Tax ID field.
Click Go. The CACS Enterprise Browser displays the matching accounts in the Search Results area.
If there are additional matches, you can click the View More Results arrow button. The CACS Enterprise Browser indicates the accounts that are accessible to you by making the account number hyperlinked. You can open the account by clicking the account number hyperlink.