advanced search Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 11:33:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico advanced search Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Advanced Search- Contact, Policy, Account & Deal Card https://www.insuredmine.com/knowledge-base/advanced-search-contact-policy-account-deal-card/ Sat, 01 Apr 2023 10:50:25 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=13789 The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To view the enhancement: Navigate to the Smart search tab on the top left.  Type a name and click on the search icon or press enter. You will be redirected to […]

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The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card.

To view the enhancement:

  • Navigate to the Smart search tab on the top left. 

  • Type a name and click on the search icon or press enter.

  • You will be redirected to a new page where you can perform a more specific search.

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  • For Contacts, you can search by the First name, Last Name, Address, Phone, Email, Notes, Tasks, and Files.
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  • If you are searching by policy, then, in that case, you can have a more specific search by the Policy Number, First name, Last Name, Address, Phone, and Email.
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  • If you are searching by account, then, in that case, you can have a more specific search by the Account Name, First name, Last Name, Address, Phone, and Email.
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  • If you are searching by deal card, then, in that case, you can have a more specific search by the Deal Title, First name, Last Name, Address, Phone, Email, Notes, Tasks, and Files.
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  • And for every search type, be it Contact, Policy, Account, or Deal Card, you can also select the user type: All, Active, Inactive, Prospect, Lead, and Others.
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