Searching for a Customer Folder

Basic Search

Use the first box to search by Folder #. If an exact Folder # is found, Nexsyis will automatically open the Folder

Use the second box to search by Customer Last Name, any Customer Phone #, Claim #, VIN#, License, E-mail address, or Other ID. 

Advanced Filters

Click the Advanced Filters button to search by criteria other than above.

Archived Folders

Check the “Include Archived Folders” checkbox to expand your search to include Archived Folders (For more information see Archived Folders )

 

Folder Search Screen Icons

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