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Searching All Records & Quick Search

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

There are two basic search methods in AMS+: Search All Records and Quick Search. Use the search box in the main menu to search across all record types, or focus your efforts by searching within a specific section. You can search for Groups, Individuals, Policies, and Agents. Sort and filter your data to see only what you need.

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Search All Records

Use the search in the main menu to search across all Groups, Individuals, Policies, and Agents. Items matching your search criteria are grouped by section and can be sorted using the headings on each table. Results display for those records which a user has access to based on their security settings.

Example: Searching for “Jill” will return matches across all Group, Individual, Policy, and Agent Records. Results are organized by record type — so if Jill exists in AMS+ across multiple record types, she may appear in more than one section of the results.

Screenshot showing the global search

Type your search criteria and see your results load in real-time. You can search fields even if they are not displayed. For example, if you do not have Group Status as an item in your column settings, you can still search for it.

Sort your data by clicking on the column heading. This quickly groups the data together — sorting ascending or descending. Select the number of entries you want to see per page using the Show Entries dropdown.

Individual Records have a dedicated search page with additional filters and options. For more, see Individual Search.

Animated image showing how to use the Policies Quick Search

Quick Search filters

In addition to typing your search criteria, you can filter records by field to narrow your searches more effectively and get the information you need faster.

Note: Using filters helps you find exactly what you’re looking for by leaving out records that don’t match your chosen criteria. If you keep getting no results, try changing the filter or search keywords.

Field filter: Search against a specific field (Groups and Policies only)

With the field filter, you can target your search to focus on a specific field (ex. name, type, or status) and only show records with keywords in that field.

The following fields are not available in the field filter but you can still search against them if the All filter option is selected:

  • Policy:
    • DBA
    • Commission #

Animated image showing the field filter being used in the Group Quick Search

You can customize the list of available filter fields for Group and Policy Quick Searches in Settings > Column Settings > Groups or Policies.

Image showing where to edit the available fields in the Quick Search field filter

What is searchable

Search All Records looks for matches across all record types. Quick Search covers Groups, Policies, and Agents. For Individual Records, see Individual Search.

Groups Individuals (Search All Records only) Policies Agents
  • Name
  • DBA
  • Status
  • Type
  • Federal Tax ID
  • Lead Source
  • Phone
  • Agent Last Name
  • Project Code
  • Name
  • Nickname
  • Associated With
  • Status
  • Type
  • SSN
  • Phone
  • Email
  • Holder Name
  • DBA
  • Policy Status
  • Coverage Type
  • Policy Number
  • Commission Number
  • Carrier
  • Effective Date
  • Renewal Date
  • Name
  • Nickname
  • Status
  • City
  • Agent Number
  • Agent Contract Number
  • E&O Expiration Date
  • Email

Legacy components

The following content applies only to accounts still using Sales Records. If you’re unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes “+ Enhanced Records” (e.g., Accelerate + Enhanced Records). If your package does not include “+ Enhanced Records,” this section applies to you.

Legacy components in this section:

Leads (Sales Records) searchable fields

If your account uses Sales Records, searching All Records also returns matches across Lead records. The following fields are searchable:

  • Name
  • Phone
  • Cell Phone
  • Email
  • SSN
  • Status

Quick Search: Filter by Type Category

Group and Individual Quick Searches have a legacy component that, if still available in your account, allows you to filter the search results by Group Record or Individual Record Type Category.

Screenshot showing the category filter in Individual Quick Search

You can customize how your Group Types and Individual Types are categorized in Data & Custom Fields > Field Options > Group Type or Individual Type.

Note: Type Categories are a legacy component for Group Types and Individual Types that may not be present in your account.

Category Description
Clients The Group/Individual Record’s type has the “Clients” category assigned in Data & Custom Fields.
Leads The Group/Individual Record’s type has the “Leads” category assigned in Data & Custom Fields.
Others The Group/Individual Record’s type has the “Others” category assigned in Data & Custom Fields.
(not set) The Group/Individual Record doesn’t have a type selected or the Record’s type does not have a category assigned in Data & Custom Fields.

If a record isn’t showing under a certain category, check to see if:

  • The record has a type.
  • The record has the correct type.

If it still isn’t showing, you may need to check with an administrator at your agency to see if:

  • A category is assigned to the record’s type.
  • The correct category is assigned to the record’s type.

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