Search for Organizations
Search
for OrganizationsThe Manage Merchants page enables you to search for and view the details of any
organization connected to the account to which you are logged in. Follow these steps to
search for organizations:
- In the left navigation panel, click thePortfolio Managementicon.
- Under Merchants, clickManage Merchants. The Manage Merchants page appears.
- ClickSearchto search for all merchants or use the search filters. There are three default search filters:
ADDITIONAL INFORMATION
- Organization ID
- Organization Name
- Organization Type
- To add a filter, click+ Add Filter. Select a filter using the drop-down menu, or search for a filter by entering text into the New Filter field.
- ClickSearchwhen you finish adding filters.
- To reset the search filters and start over, clickReset Search. To understand how to use the search results, see Search Results.