The General tab allows users to enter basic information about the application.
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When the application is created it populates the General information with the preferences set in TFS Administration. They can be changed. By default, the primary contact will be shown as the applicant.
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| title | How to Select the Contact - Click here to expand... |
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- Click the Contact popup button (
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- Select the required contact.
- Click the OK button.
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| title | How to Select the Contract Type - Click here to expand... |
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- Click the Contract Type popup button (
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- Select the required contract type.
- Click the OK button.
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| title | How to Select the Purpose - Click here to expand... |
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- Click thePurpose popup button (). The Select Application Purpose dialog will be displayed.
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- Select the required application purpose.
- Click the OK button.
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| title | How to Select the Broker - Click here to expand... |
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- Click theBroker popup button (
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- Select the required broker.
- Click the OK button.
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| title | How to Select the Team - Click here to expand... |
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- Click theTeam popup button (
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- Select the required team.
- Click the OK button.
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IMPORTANT CONCEPTS - Number: the application number. This can be modified but must be unique.
- External?: indicates that the application has been financed through a different broker. It allows the broker to build a comprehensive commitment schedule for the client.
- Enforce Rules?: Toggle Yes/No. Allows users to enter repayment amounts manually. If set to Yes, TFS will automatically handle repayments.
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Process Navigation
