Quick Search

The Quick Search bar provides an easy way to search for records quickly. 

To use Quick Search:

  1. When you type an ID or word:

term or phrase

Must equal the search string entered. For example, searching for 23564 finds the case where case number = 23564.

starts with

Must begin with the search string entered. For example, searching for Client finds cases with a category of Client Alert and Client Contact but not Payroll Client.

%

Use the % symbol to search fields for records containing the search string that follows the symbol. For example, searching for %delfinds entries with del anywhere in the grid fields. The following example shows Del Friscos Tex-Mex, Jason's Deli, Inc., Jay's Deli, Jim's Deli, Reuben and Rachel Deli, and Tracy's Deliveries.

 
  1. Press Enter.

Results render active and inactive records when searching for specific IDs for the following modules:

  • Cases (Case number)
  • Tasks (Task ID)
  • WC Policies (Policy Number)
  • WC Claims (Carrier Claim Number, CS Claim Number)
  • EPLI Claims (Carrier Claim Number)
  • Unemployment Claims (Docket Number)

Note:  Overlaps can occur when using Quick Search. Looking for %Loss Run can return cases where the category is Loss Run Request because the Starts With search overlaps the % search.