Searching (Back Office)

From the Home Page, you can SORT Open Transactions by selecting any of the column headers; Transaction Number, Address, Unit No, Closing Date, Status, Type or Firm/Not Firm. The Agent column is NOT sortable.

You can also search by selecting All, Open, Closed or Voided via drop down, please note limitations relating to dates below.

Searching for Other Criteria, select the ADVANCED SEARCH icon

A few notes about searching: 

By placing a check in the box labelled, Date Options – the following will occur:

  • From Closing Date: Today’s date and To Closing Date: 6 months in advance of Today’s date
  • From Effective Date: 6 months before Today’s date and To Effective Date: Today’s date
  • From Condition Date: one week back and To Condition Date: one week in advance
  • From Process Date: 6 months before Today’s date and To Process Date: Today’s date
  • Search selection data is not case sensitive
  • Must Reset to Default (CIRCLE WITH ARROW icon) each time a new search is started and/or modified
  • Must Reset to Default and Search (MAGNIFYING GLASS icon) to be returned to the Home Page
  • Phone numbers should be searched using the same format as they have been entered
  • By selecting the SEARCH BY CONTACT OR OTHER panel/node, you have more search options available



Was this article helpful?

Related Articles

Leave A Comment?