Forfeiture Tips and Best Practices

Data Entry Tips:

• Always enter the Case Number for easy searching later
• Use consistent naming for owners (Last, First format)
• Add seizure location details for reporting
• Upload photos of assets when available

Status Management:

• Update status promptly as cases progress
• Use sub-statuses for detailed tracking
• The Activity History tracks all status changes automatically

Finding Records:

• Use the List view filters for date-based searches
• Use the grid's column filters for text searches
• The Kanban board is best for seeing workload by status

Reporting:

• Export data from the List view using the grid's export feature
• Filter to specific date ranges before exporting
• All grid columns can be included in exports