Introducing Recipient Locator
- September 20, 2024
- New Features
At ServeManager, we’re always looking for ways to make your job easier and more efficient. That’s why we’re excited to introduce our latest feature: Recipient Locator. This powerful tool is now integrated directly into ServeManager, allowing you to locate recipients quickly and effortlessly—all without leaving your job screen.
Why You’ll Love Recipient Locator
🔗 Seamless Integration
No more juggling between different apps. With Recipient Locator, you can search for recipients right from your job screen, keeping your workflow smooth and uninterrupted.
⏱️ Time-Saving Efficiency
Get up-to-date contact information instantly. This means you can complete your serves faster and with more confidence, knowing you have the most accurate details at your fingertips.
🔄 Automatic Updates
Once you perform a search, the results sync back to your job automatically. This keeps all your information organized in one place, making it easier to manage your cases without any hassle.
🔍 Tips for Optimal Search Results:
- Simplify the name by removing suffixes or titles like Jr., Sr., M.D., etc., from the recipient's name.
- Include an age range to significantly improve search accuracy.
- Keep it simple by limiting the search fields to the first name, last name, and state for more effective results.
How to Get Started
Currently, Recipient Locator is available to account owners. If you’d like to use this feature, simply ask your ServeManager account owner or administrator to enable it for you in your Account Settings. It’s a straightforward process that opens up a world of efficiency for your serving tasks.
Need Help or Have Questions?
We’re here to support you every step of the way. If you have any questions or need assistance with Recipient Locator, our support team is ready to help. Just click the Live Messenger icon in the bottom right corner of ServeManager to chat with us anytime.
Thank You for Being a Valued ServeManager Subscriber
Your success is our priority, and we’re committed to providing you with the best tools to streamline your workflow. We’re confident that Recipient Locator will make your serving process faster, more reliable, and more organized.
Start using Recipient Locator today and take your workflow to the next level—all within ServeManager.
