03 Oct 2013

Discover the Advanced Search Function in CaseLink Office

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Trustee Tip:

Discover the Advanced Search Function in CaseLink Office

Have you ever found yourself needing to quickly search for assets in a case? Odds are the answer is yes. Let’s say you get a call from a dealer who is looking to purchase a stock of used ATVs. By going into CaseLink Office, and using the “Advanced search function, you can quickly scan through all your cases to locate only those containing ATVs as assets.  Simply follow the steps below to learn more about this valuable feature.

From the tool bar, click on the “green magnifying glass” tool.

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This will direct you to the “Find Case” box, as seen below. From here, click on the “Advanced” button to generate the “Find Case (Extended)” box.

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Once the “Find Case (Extended)” box is displayed, click on the “Search By” drop-down list to choose from a variety of search options. These include topics such as Account Number, Address, Asset Description, Attention Reason, Ctiy, Name, State, Zip and even TIN. The “Advanced” feature also offers a variety of other accessible and valuable features. These include reactivating/deactivating cases, filters for asset/no asset cases and the ability to screen by judge or lawyer. All of this can be seen in the image below.

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By following this procedure you can see how, based on the initial ATV example, only the assets containing ATV’s are listed in the box below. This is a perfect example of what you can do using the “Advanced” search feature in CaseLink Office.

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The extended capabilities built into the “Advanced” feature were designed to help trustees save time. Most offices only use the basic search function to look for cases by name or number when the advanced search would uncover a far more robust set of results.

If you have any questions or concerns regarding the Advanced Search function please contact our professionals in the BMS Support Center via email or call 800-634-7734, ext. 6. They can walk you through the step-by-step process.

Are there other features in CaseLink Office that are tremendous time savers for you? Share your tips and tricks with other Chapter 7 offices below.

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