Quick Search

The Quick Search tool is used to search for and quickly navigate to various items in the system. These items include policies, clients, invoices and claims.

Quick Search appears toward the right side of the Main Menu, to the left of the user name. It consists of two controls. From left to right they are the Quick Search Category drop down and the Quick Search combo box.

Performing a Quick Search

1. In the Quick Search Category drop down, select the category of item to search for.

All	The system will search across all categories.
Policies	The system will limit its search to policies.
Clients	The system will limit its search to clients.
Invoices	The system will limit its search to invoices.
Claims	The system will limit its search to claims.

Tip: Selecting a specific category will have the system display the top fifty results for that category. Selecting All will have the system display the top ten results for each category.

2. Click inside the Quick Search combo box. The system will automatically display up to twenty of the most recently selected search results, filtered by the selected category in the Quick Search Category drop down.

3. Enter the text for the search. Once three or more characters are entered, the system will automatically execute the search. Depending on the category, the system attempts to match the search-text against various fields that belong to the category item, as detailed below:

• To search for a Policy, the system checks for a match on Policy Number, Client or Distributor. If no Policy Number exists, the Term Id is used.

• To search for a Client, the system checks for a match on the client’s Code, City, State/Province, or Country.

o If searching for an individual client, the system will also check for a match on First Name and Last Name.

o If searching for a client company, the system will also check for a match on Company Name.

• To search for an Invoice, the system checks for a match on the Invoice Number, Bill To Party Name or Policy Number.

• To search for a Claim, the system checks for a match on the Claim Number, client name or Date of Loss.

Note: The system may suggest that there is a typo in the search-text. The suggestion will appear at the top of the results, and can be selected to execute the search using the suggested text.

4. All matching results available to the user appear below the search-text, and are divided by category. Within each category, each result occupies one row and consists of a group of label-value pairs, which are described below.

The labels in each category are shown on the left and their details are explained on the right.

Policies

The Policy Number appears first without a label. If a transaction does not yet have a policy number, the Term ID is shown instead.
Product	The Name of the master cover associated to the policy.
Client	The name of the client associated to the policy.
Effective Date	The transaction’s Effective Date.
Distributor	The Name of the distributor associated to the policy.

	Notes: Each result is a transaction that has the Policy Number or Term ID shown.
	Results are sorted in descending order by transaction Effective Date.

Clients

The client name appears first without a label.
Code	The client’s Code.
City	The client’s City.
State	The client’s state or province.
Country	The client’s Country.

Note: Results are sorted in descending order using the time specified in the client’s Last Modified By field.

Invoices

Bill to Party	The Bill to Party Name of the Bill To Party associated to the invoice.
Policies	The Policy Number of each policy associated to the invoice.

	Notes: The Invoices results are only visible to Licensee user types.
	Results are sorted in descending order by issue date.

Claims

The Claim Number appears first without a label.
Client	The name of the client associated to the claim.
Date of Loss	The Date of Loss of the claim.

	Notes: The Claims results are only visible to Licensee user types.
	Results are sorted in descending order by date the claim was created in the system.

Note: Changes can be made to the underlying data that appear in the search results. The time between when the underlying data is changed and when the change appears in the search results is not instantaneous. There can sometimes be a delay of up to a few minutes.

5. Select a result to navigate to its corresponding page.