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Click on the Select Client icon (   )

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Expand
titleSearch Criteria Options - Click here to expand...
FieldDescription

Search Name Field

Search name applicable to the search. Options include:

  • Full name
  • Report/search name
  • All name fields
Name

Search for part or all of the client name. Toggle the Image Modified button to search anywhere within the name.

Client Number

Search for part or all of the client number. Toggle the Image Modified button to search anywhere within the number.

Client Type

Filter the search results based on client type.

Client Class

Filter the search results by client class. Options include:

  • Client
  • Prospect
Account Number

Search for part or all of the account number. This is allocated by the financier as their reference to the application (commonly called a contract number).

Trading Name

Search for part or all of the trading name.

Advanced Search

Filter the search results by a specific field. Options include:

  • Address
  • Drivers Licence
  • Email/Website
  • Postcode
  • Registration
  • Telephone

Once an advanced search field has been selected, you can enter an option in the Criteria field.

Criteria

Enter your search criteria for the Advanced Search selection.

Broker

Filter the search results by a specific broker.

Expand
titleList and Buttons - Click here to expand...
List / ButtonDescription

Search Results List

Lists the results of the search based on the entered criteria.

Search/Refresh ButtonPerforms a search based on the search criteria,
Clear ButtonClears the search criteria and results so that a new search can be performed.
Select ButtonSets the selected search result making them the current client. Will close the search screen.
Close ButtonCloses the search screen without changing the current client.
Expand
title Performing a Client Search - Click here to expand...
  1. From the File menu, select Search (Or press F4, or click Image Modified. The Search dialog will be displayed.
  2. Enter the search criteria.
  3. Click the Select/Refresh button.
  4. Highlight the application in the Search Results list.
  5. Click the Select button. The Search dialog will close.

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IMPOTANCE CONCEPTS

  • Search Anywhere Within Field Button (Image Modified): allows users to search for the value entered anywhere within the name. For example, entering 'ma' into the Search Name field with this button selected would result in both ‘Mathew Smith’ and ‘John Mackintosh’ displayed in the Search Results list. Without this, users would only see ‘Mathew Smith’ in the list.
  • Clear Field Button (Image Modified): clicking this button will clear the field.
  • Select All Company Data Button (Image Modified): located in the dialog toolbar, clicking this button allows users to search for clients across multiple databases (for example, if an organisation is split into two companies or two divisions). This only applies to users who have permission to view other databases.
  • The Search dialog will remember the last search options performed by a user.
Important:


Note

If users access a client from another database, this means you have been logged out of the current database and logged into the second database. The status bar at the bottom of the TFS screen displays which database (context) the user is logged in to.