The application Search dialog allows you to search for an application using various search criteria. A list of the available search criteria is outlined below. If an application is not found, then modify the search criteria.
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All search criteria is case insensitive. |
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| title | Search Criteria - Click here to expand... |
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| Field | Description |
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Application/Quote # | Search for part or all of the application number or quote number. The application number is allocated by TFS to uniquely identify each application for finance. | | Search Name Field | Search name applicable to the search. Options include: - Full name
- Report/search name
- All name fields
| | Client Name | Search for part or all of the client name. | | Client Number | Search for part or all of the client number. | | Application Type | Filter the search results based on application type. Options include: - Motor Vehicle
- Plant & Equipment
- Boat
- Real Estate
- Mixed
| | Application Status | Filter the search results by application status. Options include: - Active
- Cancelled
- Deleted
- Inactive
- On Hold
| | Include Quotes? | Filter the search results by whether or not to include quotes. Options include: - Applications Only
- Quotes Only
- Applications & Quotes
| | Work Flow Stage | Filter the search results based on work flow stage. This is an indicator of how far through the finance process the application has progressed. | | Broker | Filter the search results by a specific broker. | | Financier | Filter the search results by a specific financier. | | Advanced Search | Filter the search results by a specific field. Options include: - Invoice Number
- Account/Contract Number
- Administrator
- Primary Vendor/Supplier
- Goods Location
- Cost of Goods
- Amount Financed
- Total Amount Financed
- Date Created
- SmartCampaign Reference
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. |
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| title | List and Buttons - Click here to expand... |
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| List / Button | Description |
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| Search Results List | Lists the results of the search based on the entered criteria. | | Search/Refresh Button | Performs a search based on the search criteria. | | Clear Button | Clears the search criteria and results so that a new search can be performed. | | Select Button | Sets the selected search result making them the current client. Will close the search screen. | | Close Button | Closes the search screen without changing the current client. |
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The application search does not list inactive applications (applications are set to inactive when they're cancelled, withdrawn, deleted or completed). Certain searches, however, will show inactive applications: - If the application status search is set to inactive.
- If the application stage search is set to complete, withdrawn, or declined.
- If the search is done using the Account Number criteria
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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 |
