Main Menu

5. Viewing an Order's Status and Summary

If an account holder were to call you asking for the status of their order, or to confirm the information in an order, you can easily research their request using the Account Switchboard.

If you are still on the Account Switchboard after completing the previous lesson, please click the Main Menu button in LDWeb now.

Main Menu

  1. Using an existing account holder’s information, type their MICR account number in the appropriate box. If you were on the phone with an account holder, they could provide you with the order ID off their reorder slip and you could type that number into the Order ID box.

  2. Click the Continue button to proceed to the Account Switchboard.