Find an Account Fields
Complete the following fields to search for an account.
Quick Links
These options may be displayed when searching for accounts.
Quick Link Description
Save My Settings Click this option to save the search settings currently displayed on the page.
Use Advanced Search (ALT+U) Click this option to use additional search criteria for the search.
Use Simple Search (ALT+U) Click this option to return to a simple search for the search.
Search Options
These options may be displayed when searching for accounts.
Field Name Field Description
Include Inactive Cases Select this check box to include inactive cases in your search.
Include Accounts without Cases Select this check box to include matching pre-case cash bonds in the search results. The case category cash bond is not taken into account in this search.
Include Zero Dollar Balances Select this check box to include accounts that have financial information but there is no amount due on the account.
Show Matches per Page From the drop-down list, select the number of matches to show on each search results page.
Include all Cases with Balance
Select this check box to include all cases with financial balances for each party in the account search results.
Note: If you enter search criteria other than the Case Number or Citation Number, the additional cases are not displayed, even if you selected the Include all Cases with Balance check box.
Note: The Include all Cases with Balance and Include Zero Dollar Balances check boxes are mutually exclusive. When you select the Include all Cases with Balance check box, cases with zero dollar balances are not displayed in the search results.
Case Categories
These options may be displayed when searching for accounts.
Select the check boxes in this section to indicate the case categories to be included in your search. When searching with advanced options, select the case types to include under the heading for each case category.
Courts
These options may be displayed when searching for accounts.
Click Image to select the locations to be included in the case search.
Search by Identifier Information
Field Name Field Description
Case Number Type the number assigned to a case.
Citation Number (ALT+I) Type the citation number associated with the case.
Cross Ref (ALT+R) Type the cross-reference number for the case and select the cross reference type from the drop-down list.
Filed Between/And This field is available with advanced search options. Enter the date when the record was filed to be included in the search.
Search by Party Information – Person Fields
Field Name Field Description
Use Soundex
Select the Use Soundex check box to search for names spelled similarly to the name entered. For example, type Hays and Odyssey may also find the name “Hays.”
Last Name (ALT+N) Type the last name of the party related to your search.
First & Middle Type the first and middle name of the party related to your search.
Driver’s License Select the state or country that issued the driver’s license, and then type the license number associated with the party related to your search.
Social Security This field is available with advanced search options. Type the Social Security Number associated with the party related to your search.
Search by Party Information – Nickname Fields
Field Name Field Description
Use Soundex
Select the Use Soundex check box to search for names spelled similarly to the name entered. For example, type Hays and Odyssey may also find the name “Hays.”
Nickname (ALT+N) Type the nickname associated with the party related to your search.
Date of Birth Enter the date when the party related to the search was born.
Driver’s License Select the state or country that issued the driver’s license, and then type the license number associated with the party related to your search.
Social Security This field is available with advanced search options. Type the Social Security Number associated with the party related to your search.
Search by Party Information – Business Fields
Field Name Field Description
Use Soundex
Select the Use Soundex check box to search for names spelled similarly to the name entered. For example, type Hays and Odyssey may also find the name “Hays.”
Business Type the business name associated with the party related to your search.
Search by Attorney Information
Field Name Field Description
Use Soundex
Select the Use Soundex check box to search for names spelled similarly to the name entered. For example, type Hays and Odyssey may also find the name “Hays.”
Last Name (ALT+N) Type the last name of the party related to your search.
First & Middle Type the first and middle name of the party related to your search.
Bar Number Type the bar number for the attorney related to your search.