Handy Phoenix Tip

Lisa Hayek
March 20, 2023

Tired of having to click close on the account display screen within phoenix when searching by account number?

With a simple preference update you won’t have to take the time to click close each time.  

To update- Pull up customer management and have the search window open.  Click on the Preferences in the Top right-hand corner.  Select “Default Stop at Summary”.  Save and close.

Related articles