FLEX Ten Account Search
This document provides instructions for efficiently searching for accounts within the FLEX Ten system. The Account Search feature is designed for ease of use, offering multiple methods to locate desired account information quickly.
- Methods for Account Search
The FLEX Ten system provides several ways to search for accounts:
- Recent Searches (Dropdown)
- Utilize the dropdown menu next to the search field to view and select from your recent account searches.
- Advanced Search Options
- Click the plus sign (+) icon to access advanced search parameters.
- Select an option from the advanced search menu to refine your search criteria.
- Searching by Last Name
- Begin typing a last name directly into the account search field.
- Matching results will appear immediately as you type.
- The more characters you type, the more refined your search results will become, narrowing down the potential matches.
- Searching by Account Number
- Enter the full account number into the search field.
- Press Enter.
- Upon entering and confirming the account number, the system will immediately display the validation screen for that member.
- Viewing Closed Accounts and Suffixes
- If you are unable to find an expected suffix or account, it may be closed.
- To view closed accounts or suffixes for a specific person, click the “Show Closed” button. This action will reveal any closed suffixes or accounts associated with that individual.