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INSZoom: Case Manager Portal (CMP) Search

Overview:

Case Manager Users now have the ability to search for Foreign National records by using the Foreign National’s Alien # as well as can now search for cases using the Case Receipt #. Simply enter the alien# or receipt# directly in the Search bar!

This search option will provide quick search access to any individual listed in your system. It's built on an elastic framework, which means that as you start typing it will start populating any results that contain the letters/numbers you've entered.

Search results will be separated by foreign nationals, so whether you search by company name, email or file number, it will populate the foreign national who matches to the data you've entered. Once you've found the person you're looking for, you can click on their name and you will be taken to their profile at the client level.

 

  1.  Alien# : Simply enter the Alien# that you are searching for in the search bar at the top of the user interface.  Click the desired record listed to be redirected to it for review.

  2. Receipt # : simply enter the Receipt # that you are searching for in the search bar at the top of the user interface!  Exact matches will be displayed first.  Simply click the desired record in the search results to be redirected to it for review.

We hope this helps you in using the new & improved Case Manager Portal Search functionality, but in case you need any support or additional guidance please reach out directly via the in-app support chat feature or via support@inszoom.com

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