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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