Home > Quicksolver Overview > Main Window > Search
To search for an account or policy:
In the search field, type all or part of an account or Insured name or number and click the magnifying glass. You may also search on DBA, created by, or last modified by.
Search will provide a list of matches for the data entered in the Search field that match with the following: Account Number, Account Name, Policy Number, Quote Number, Insured Name, DBA, Created By, and Last Modified By.
To conduct an advanced search:
Click
the arrow to the right of the search field 
to
reveal the advanced search dialog box.
Enter
the required parameters and click search. For fewer results,
refine the search criteria. To open an item, pause on the action menu
for
edit and view options. Once open, the item will display in the Open
Items navigation area.
