02 Oct 2017

Clear the Cobwebs with Advanced Search in CaseLink

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Clear the cobwebs in your case list with ‘Advanced Search’ in CaseLink! Nothing is scarier than tediously combing through your entire case set to find a specific case or an asset type… all while watching the minutes melt away. But rest easy—using Advanced Search in CaseLink, find the exact case you want in a flash by entering specific parameters, and discover saved time and improved productivity as a result!

Learn more about Advanced Search in CaseLink in the full article!

  1. CaseLink²
  2. CaseLink Office

CaseLink² Advanced Search

In CaseLink², you can search for cases based on specific parameters, including Asset or No Asset cases, Dates, Status, Fees, Debtor Name, and more.

To access the Advanced Search Panel in CaseLink², click the blue ‘ADV’ button next to the search field in the Global Menu Bar, shown below.

From the Advanced Search screen, select whether you are looking for Asset Cases, No Asset Cases, or Both, then enter additional parameters in one or more of the tabs in order to narrow your search results.

You can also enter Case Tags in the search menu at the top of the screen to target specific keywords you may have used to identify cases.

As you are done entering your parameters, the ribbon at the bottom of the screen will allow you to either ‘Search’ or ‘Save Search.’ By clicking ‘Save Search,’ you will be able to run the exact search again and again—saving you tremendous time when looking for similar cases in the future.

The Advanced Search in CaseLink² automatically remembers the search parameters of the last advanced search performed—to clear all search parameters, click ‘Restore to Default.’

Once you run your Advanced Search, your search results will appear in a tabular format, as shown below. Click on a case in the table to access the details for that case.

It’s scary how easy it is to use ‘Advanced Search’ in CaseLink², isn’t it?

CaseLink Office Advanced Search

In CaseLink Office, you can search for cases based on specific parameters using Advanced Search in the “Find Case” window.

To navigate to the “Find Case” window, click on the magnifying glass icon in the tool bar.

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.

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.

Using this technique will save you time as you’ll be able to filter your cases down based on very specific criteria you select.

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