Advanced Enterprise Technologies, Inc.
Table of Contents

Search History

Search History enables you to search for certificates using criteria such as the certificate number, date issued, type of certificate, or any certificate under a specific account.

 

  1. Open the Property and Liability module of the account that you plan to edit.
  2. Under More, click Search History.
  3. Choose any of the following criteria for your search from the Certificate History page:
    • Type or select dates for the Date Issued Range.
    • Type an Account Name.
    • Type an Account Number.
    • Type the Certificate Number.
    • Type the Certificate Holder.
  4. Click Search History to start the search.