How to use the Quick Query Within CSI Applications.

How to Quick Query

The PIDN search is the easiest. Just CLICK on the button and enter the number. The box can be moved anywhere on the screen and can be left open.

Step 1: CLICK on the Quick Query button located to the right on the Account screen.

Step 2: Using the drop down choose the filter you wish to use for your search (i.e. Owner Name) and CLICK Run Search. The Parameter Entry screen will appear.

Step 3: If you know the parameter such as Owner Name enter it here. If you would like to bring up all of the accounts under a certain letter or number type that number in with a percent sign after, this will pull all accounts that start with that letter. CLICK Next.

Step 4: The reenter button will appear and if you are satisfied with your previous entry and wish to search to continue CLICK NO. If you wish to re-enter your parameter CLICK Yes.

Step 5: The search should be complete. You can also use the Next and Previous buttons to move through accounts.

Note: You may CLICK the search field headers to change the filter view for the above display. For example you could CLICK on the PIDN field and the information would be listed by PIDN.
A search by PIDN can be done from the Account screen. Type the PIDN in the “Search For” field and hit enter. The account screen will now show the desired account information.