Matrix Support

Display an Account

To view a list of your accounts, from the Menu Bar, move your cursor over Lists and select Accounts. The list defaults to My List, which includes your list of accounts. The My List account list contains all of the accounts that you are responsible for.   

On the My List Tab of the Account List, each account is hyperlinked to it's profile page. Click the Account Name that you wish to view, the selected account’s profile page displays.  

To see the accounts associated with all of your Outlets, click the Master List tab button. This is a read-only Account List. The list displays 100 records per page. Use the scroll bar on the right to scroll through the list. You can also use the navigation bar at the bottom of the screen to view additional pages of records.  

The Account List displays the accounts in an ascending sorted order. However, you can re-sort the list in descending order, by clicking the Name column header. You can click on any of the column headers to sort the Account List by that column. 

You can use the Global Search field located in the Menu/Search Bar to locate accounts using a keyword search. To use the Global Search:

  1. In the Search Bar, type at least two characters of the Account Name. A drop list appears, listing potential matches; or stating that no accounts were found.
  2. If the list is too long, continue to type characters to narrow your search.
  3. From the list, select the Account Name you're searching for. 

Note: Typing more than one character in the Search field will narrow your results list. The list will update with the search results as you type. The system accommodates for unique account names by accepting letters, numbers, and special characters in the search bar

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