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Searching for Transfers

Nav Menu » Search \ Transfers

Depending on your level of permissions, you may or may not be able to Search for Transfers. Click Search from the Nav Menu on the left-hand side of the screen and select Transfers. This takes you to the Advanced Search Transfer screen. From here, you can customize the search parameters by selecting boxes with the two small triangles (on the right side of the box). Choose from a number of variables depending on what Transfer(s) you’re searching for. When you are finished customizing your search criteria, click Search. This will show the Transfers you searched for.

Clicking the Export box will allow you to export all your Transfers, or Transfers you Select to either a .csv (comma separated value) file, or directly to a Microsoft Excel file (.xlsx).

If you’d like to choose the results you want to export that you found from your search, highlight them by clicking anywhere in their row, then click the Export box and choose either Selected or Selected-Excel.

Fields on the Advanced Search Transfer page

Transfer From - Click anywhere in the Transfer From field to bring up a list of options to choose from. Next, in the box to the right of the Transfer From field, type in a User for your search parameter.

Transfer To - Click anywhere in the Transfer To field to bring up a list of options to choose from. Next, in the box to the right of the Transfer To field, type in a User for your search parameter.

Transfer Date - Click anywhere in the Transfer Date field to bring up a list of options to choose from. Next, in the calendar box to the right of the Transfer Date field, type in a date, or click the calendar icon and choose the Transfer Date you’d like.

Notes - Click anywhere in the Notes field to bring up a list of options to choose from. Next, in the box to the right of the Notes field, type in Notes for your search parameters.

Offices - Click anywhere in the Offices field to bring up a list of options to choose from. Next, in the box to the right of the Offices field, type in an Office for your search parameter (your default office should already be listed).

Buttons on the Advanced Search Transfer page

Search - Once you have entered all of your parameters, click the Search button to search cases.

Clear - Click this button to reset all parameters.

Save - Click here to save a copy of the Search containing the parameters you’ve chosen.