INSZoom Quick-Search
Introduction
New & Improved Case Manager Portal Quick-Search
This search bar option will provide almost instant access to records. Built on an elastic framework, results will begin to be listed with potential matches highlighted as you type!
Potential match results will be separated, so whether you search by company name, an email address, phone number, file#, a receipt#, an alien#, or a Date of Birth, you will see potential matches instantly based on what you are typing, as you are typing! Once you've found what you're looking for, you can click on the result and be instantly directed there.
The Quick-Search bar makes finding records much faster! Searchable items include -
For Foreign Nationals:
- Name
- Telephone/Mobile Number
- File Number
- Corporation
- Alien number
- Date of Birth
Cases:
- Case ID
- Case Description
- Client Name
- File Number
- Receipt Number
Corporations:
- Corporation Name
- Corporation ID
Corp Users:
- User name
Prospects: (if access provisioned)
- Name
- Telephone/Mobile Number
Type in the search criteria and view a list of all potential matches. Click on a result and the corresponding page will open. Available in the Corporation/Petitioner, Client/Foreign National and Case/Matter modules. To refine and further filter search results, click the down-arrow filter on the left side of the quick-search bar.
Advanced Search
The Quick Search bar has been enhanced to include an “Advanced Search” option in the drop-down.
Clicking this will redirect you to an Advanced Search function where you can further refine your search parameters. Here you can also search for Inactive records or those marked for deletion.
*Note – At least 2 characters are required to enable the search.
After searching for a record and results are displayed, you can also now click “More Results” to be redirected to the Advanced Search function to be able to further refine your search if results desired are not provided immediately. Your previously entered search term will be maintained in the advanced search.
Additional record metadata will be displayed along with the search results displayed to help you validate & confirm if the record is the one you are searching for.
Quickly add Appointments/Activities, Documents/Files, Emails, Notes or To-Do’s directly if needed by clicking the “+” button.
Quickly navigate to view Cases, Documents/Files, Letters, Notes, Questionnaires or To-Do’s by clicking the “3-dot” icon.
Any cases will be displayed as well, simply click the case to navigate to it directly or click the “3-dot” icon to navigate directly to view the case Documents/Files, Forms, Letters, Notes, Questionnaires or To-Do’s.
If your record is not found, a quick “+Add” function has been included if you desire to add a record directly from the Advanced Search results page.
We hope this helps you in managing the new Case Manager Portal Quick Search & Advanced Search, 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