Searching for an Account

Last Revised: November 19, 2018

If you do not know the dealer number, CAD number (Appraisal District number), business name, and/or address of a SIT account, use the Account Search screen to locate it. You can search by owner or address:

User Entitlements

The following user entitlement is used on this screen. It is part of the View Only Major Screens task, which is part of most jobs. See Tasks, Entitlements, and Jobs for more information.

SI_ACT8007V: Ability to query on the Account Search screen

Search by Owner:

  1. From the Main Menu, double-click Account Search or select Account Search on the Go To list; the Account  Search screen will appear.
  2. Enter the Year for the accounts that you want to find.  If you leave the Year field blank, accounts for all years will appear, with the most recent year first listed for each account.

Note:  Whatever year is entered will carry over to other screens in the SIT system if you use the Go To list.  For example, if you enter 2002 in Account Search, then the Owner Master, Account Status, and Notes screens will also display information for only 2002. If you return to the Main Menu, the year resets to the most current one.

  1. Enter a dealer number, CAD number, business name, or city in the appropriate field.
  2. Press F8 (Execute Query) to see a list of accounts sorted by Dealer Number.
  3. To see the situs address of an account, highlight that account by clicking in that line, then click the Situs tab.  The address of the highlighted account will be displayed in the Situs screen.

Note: The status of an account is displayed in the Active column with a check mark, inactive accounts are left blank. Double-clicking a column in any row will display the entire entry.

  1. Move to another screen by using the Go To list.

Search by Address:

  1. If necessary, press F7 (Enter Query) to clear the screen.
  2. Click the Situs tab; the Situs Search screen will appear.
  3. Enter the Year for the accounts that you want to find. If you leave the Year field blank, accounts for all years will appear.
  4. Enter a parcel number and/or street, dealer number, or CAD number in the appropriate field.
  5. Press F8 (Execute Query); the search results will appear.
  6. To see the owner information for an account, highlight that account by clicking in that line, then click the Owner tab.   
  7. Move to another screen by using the Go To list.