How to Browse and Search Accounts

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How to Browse and Search Accounts

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What an Account Record Holds How to Browse and Search Accounts How to Create an Account How to Delete an Account How to Edit an Account's Details How to Manage Documents on an Account How to Manage the People on an Account How to Merge Duplicate Accounts How to View an Account's Notes and History How to View an Account's Leads, Quotes and Orders

1 min readUpdated September 2, 2026

Find an existing account and open its record.

Steps

In the left sidebar, click Accounts (lands on the Accounts tab of the Account Browser — see What's on an Account record? for why this nav item is gated the way it is).
Type into the search box to filter by name, email, or company — results update as you type (debounced, so there's a brief pause after you stop typing).
Review the grid: UID, Display Name (with email underneath), Company, Total Orders, Total Spent, Status (Active/Inactive), Tax Exempt, and Date Created. Every column is independently filterable and sortable; the grid defaults to oldest-first by creation date.
Chips beneath the grid show running Total, Active, and Inactive counts for whatever's currently loaded.
Click an account's UID link, or the eye icon in its Actions column, to open its record.

What you'll see

You land on the selected account's Overview tab. From the grid you can also Refresh to reload the list, or (with the right access) delete or merge accounts — see How to Delete an Account and How to Merge Duplicate Accounts

Other guides that answer questions close to this one.

What an Account Record Holds

See Leads, Opportunities and Accounts first — this article assumes you already know an Account is the commerce-side customer/company record a Lead links to. This one covers what's actually on the record, and a real…

How to Delete an Account

Note: despite the label, "Delete" doesn't erase the account. It flips the account's isActive flag to false — the same underlying mechanism a duplicate-account merge uses on the losing account. The record and its history…

How to Create an Account

Create a new commerce Account, either standalone or pre-filled from an existing Lead. Steps 1. From the Account Browser, click New Account — or from a Lead's detail page, use Assign Account → Create New Account (this…

How to Merge Duplicate Accounts

Fold a duplicate account into the account it's a duplicate of, moving its leads, orders, documents, and members onto the survivor. Before you start The Merge Accounts right (Merge Accounts), or god-mode access. Without…

How to Edit an Account's Details

Update an account's company name, currency, marketing consent, or tax-exempt flag. Before you start Open the account you want to edit — see How to Browse and Search Accounts Steps 1. On the account's page (any tab),…