How to use an email address to lookup accounts

You can look up an account number (or multiple numbers) based on the email address by following these steps:

Click on Web User Search and enter the consumers email address. Then click Search For Account.

NOTE: This will find the account only if the user has used this email on the website. If you accounts themselves have email addresses but the consumer has not attempted to sign up for web access this process will not work. This only finds accounts that have been used for web access.

The resulting window will show you all of the accounts that are currently linked to that email address.

If the consumer needs access to another account just link them using packets in your collection system and then tell the user to log back in. The account will be picked up during the login process and the user will now see any additional accounts that you packeted.

If you are unable to packet accounts using your own system it is possible to manually packet an account. This can only be done by an IT person as there is no window to create packets. The preferred method is to use the packet system already in place in your collection system.

https://concepts2code.freshdesk.com/support/solutions/articles/44000462864-how-to-manually-packet-accounts-