Overview
There are two basic search methods in AMS+: Search All records and Quick Search. Use the search box in the main menu to search all records or focus your efforts by searching in a specific section. You can search for Groups, Individuals, Leads, Policies, and Agents. Sort and filter your data to see only what you need.
IN THIS ARTICLE
Search All Records
Use the search in the main menu to search across all Groups, Individuals, Leads, 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 based on their security settings.
Example: Searching for "Jill" will find any matches in Groups, Individuals, Leads, Policies, and Agents. So, if Jill is an Individual and has a Lead or Policies in the system, the results will return the Individual record for Jill as well as her Lead and Policies.
Quick 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 Individual 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.
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, Individuals, 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:
- Individual:
- SSN
- Policy:
- DBA
- Commission #
You can customize the list of available filter fields for Group, Individual, and Policy Quick Searches in Settings > Column Settings > Groups or Individuals or Policies.
What is Searchable
Searching both All Records or Quick Search looks for matches from the field list below:
| Groups | Individuals | Leads | 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 |
Name Phone Cell Phone SSN Status |
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 |
Legacy components
Note: Legacy components include outdated features and functionality that may not be present in your account. This section is only relevant if your account has them.
Legacy components:
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 or Individual Type Category.
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.