Versions Compared

Version Old Version 4 New Version 5
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

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 NameSearch for part or all of the client name.
Client NumberSearch 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 StageFilter the search results based on work flow stage. This is an indicator of how far through the finance process the application has progressed.
BrokerFilter the search results by a specific broker.
FinancierFilter 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.

CriteriaEnter your search criteria for the Advanced Search selection.
Expand
title List and Buttons - Click here to expand...
List / ButtonDescription
Search Results ListLists 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.
Note

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:

  1. If the application status search is set to inactive.
  2. If the application stage search is set to complete, withdrawn, or declined.
  3. If the search is done using the Account Number criteria

Important 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.


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

...