The search page allows you to search any debtor file in the system base don a number of search fields.
Click the search button on the top menu bar
Search options
The search options along the left hand side of the screen allows you to define your search criteria. You can expand and hide this section by clicking the hide/collapse button
| First name, Last name, Filename or Estate # | An open text box allowing you to search on any of the mentioned fields. It is recommended to type only one of the four options. |
| Email address | An open text box allowing you to search e-mail addresses. The email domain is not required |
| Phone number | An open text box allowing you to search the main phone number for a debtor. It is recommend to use partial searches, e.g.: the last four digits of the phone number. |
| Filing Type | A drop down menu allowing you to search by filing type |
| Location | A drop down menu allowing you to search by location |
| Trustee | A drop down menu allowing you to search by trustee |
| Estate Admin | A drop down menu allowing you to search by filing type |
| Has Phone # | A quick search option that will show any debtor record that has a phone number |
| Has e-mail | A quick search option that will show any debtor record that has an e-mail address |
| Has estate # | A quick search option that will show any debtor record that has an estate number |
Search results
Once the results are presented you have a few options:
- Go to client info screen by clicking the debtor name
- Go to document screen by clicking the blue document button
- Printing the results by clicking the yellow print button
- Exporting the results to csv by clicking the yellow export to CSV button