Searching for Claims, Assets, and Customers

You can search for claims, assets, and customers.

  1. From the search field of the dashboard top bar, enter the claim, asset, or customer you want to find.
  2. Click Search .
    The search page of the application opens with the corresponding search filter added to its Active filters bar.
  3. Optional: To refine the search results, add more filters from the refine panel. For more information, see Add Filters from the Refine Panel.
  4. Optional: Sort results by clicking or on the result list header.
  5. Click any claim title to open it.