3.1 Searching for Cases

This topic provide information about the Searching for Cases.

You can search for all the cases that are in Open status using quick search or advance search criteria.

To search for a case:

1. From the main menu, navigate to Collections and then click Case Search.
2. Do either of the following:
   • For quick search, enter the search criteria in the <Search By Account Number or Customer Number or Case Number> field.
   • For advance search:
     1. Click .
     2. In the Advance Search section, select the product processor from Product Processor list.
     3. In the Segment field, select the segment from Segment list.
     4. In the Overdue Amount field, enter the range in which the overdue amount of the account exists.
     5. In the Days Past Due field, enter the range in which the number of days past due on the account exists.
     6. In the Collection Status field, select the collection status of the case.
     7. From the Sort By list, select the option based on which the search results should be sorted.
3. Click Search.
   The search results appear. It displays list of all open cases based on the specified search parameters.
4. In the Case Number column, click the <Case Number> link corresponding to the required account number to navigate to Case Summary page.
   The Case Summary page appears with the account in context.