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How to Perform an Lookup

To perform an lookup

  1. While in the customer record, click System.
  2. Scroll down to the Interactive Services Provider section.
  3. On the Central Station section, click Manage Account.
  4. On the Shell Account/Manage dropdown, select Lookup.
  5. In the Lookup window, enter the customer's ID.
    • NOTE: SecurityTrax performs a lookup in the background once Lookup is selected from the Systems page. Results (if any) will already be listed on this window as soon as the window appears.
  6. Click Perform Lookup.
  7. On the results list, click Link on the customer row you wish to link. If you do not wish to link any account, simply close the window.
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