Prism has introduced powerful AI features that significantly enhance your ability to manage client accounts and perform advanced searches across various data fields. These improvements boost efficiency and data accessibility, making it easier than ever to find and manage critical information.
New Search Capabilities in the My Files Grid Search Bar: The latest update introduces expanded search functionality for newly created records with attached files. This feature covers various document types, allowing for more precise and comprehensive searches.
How to Use the Enhanced Search:
- Navigate to the My Files Grid Search Bar
- Enter your search query using any of the fields listed above
- The system will return results matching your search criteria across the various document types
Benefits of the Enhanced AI Features:
- Improved Efficiency: Quickly locate specific documents using a wide range of search criteria
- Enhanced Data Accessibility: Access detailed information without having to open individual files
- Comprehensive Search: Perform searches across multiple document types simultaneously
- Time-Saving: Reduce the time spent manually searching through files and records
Best Practices:
- Use specific search terms to narrow down results
- Combine multiple search fields for more precise results
- Regularly create and maintain document information to ensure accurate search results
Document Types and Searchable Fields:
- Certificates
- Company
- Coverage Type
- Policy Number
- Start Date
- End Date
- Limit
- Notes
- Agent Name
- Agent Phone
- Agent Email Address
- NAIC Number
- Leases
- Lease Start/End Date
- Property
- Floor Number
- Suite Number
- Tenant Name
- Tenant Contact
- Annual Rental Rate
- Purchase Orders
- PO Number
- Property Name
- Property ID
- Vendor
- PO Amount
- Notes
- Materials
- Invoices
- Invoice Number
- Amount
- Due Date
- Line Items
- Vendor
- Contracts
- Name
- Company Name
- Properties
- Start/End Date
- Notes
- Include in Assigned Work
- Scope of Work
- Billable Amount
- Contract Number
- Payment Terms
- Expense Code
- Hourly Rate
- Last Negotiated
- Annual Cost
- Primary Contact
- Service Type
- Service Frequency
- Billing Frequency