Preference # |
Location |
Name |
Options |
-1 |
TFS Main Program > Settings > Client Folder Management |
Enable client folder management? |
Yes: Whenever a client or application is created, a folder for that client and/or application is created to store files in. |
-2 |
TFS Main Program > Settings > Finance Applications |
Application numbering method |
Globally Unique (default): Each application number is unique. |
-3 |
TFS Main Program > Appearance > Client |
Show on sidebar - Overview? |
Yes (default): The Overview sidebar will be displayed. |
-4 |
TFS Main Program > Appearance > Client |
Show on sidebar - CRM? |
Yes (default): The CRM sidebar will be displayed. |
-5 |
TFS Main Program > Appearance > Client |
Show on sidebar - Services? |
Yes (default): The Services sidebar will be displayed. |
-6 |
TFS Main Program > Appearance > Client |
Show on sidebar - Contacts? |
Yes (default): The Contacts sidebar will be displayed. |
-7 |
TFS Main Program > Appearance > Client |
Show on sidebar - Address/Tel? |
Yes (default): The Address/Tel sidebar will be displayed. |
-8 |
TFS Main Program > Appearance > Client |
Show on sidebar - Trade Names? |
Yes (default): The Trade Names sidebar will be displayed. |
-9 |
TFS Main Program > Appearance > Client |
Show on sidebar - Financials? |
Yes (default): The Financials sidebar will be displayed. |
-10 |
TFS Main Program > Appearance > Client |
Show on sidebar - References? |
Yes (default): The References sidebar will be displayed. |
-11 |
TFS Main Program > Appearance > Client |
Show on sidebar - Accounts? |
Yes (default): The Accounts sidebar will be displayed. |
-12 |
TFS Main Program > Appearance > Client |
Show on sidebar - Applications? |
Yes (default): The Applications sidebar will be displayed. |
-13 |
TFS Main Program > Appearance > Client |
Show on sidebar - Quotes? |
Yes (default): The Quotes sidebar will be displayed. |
-14 |
TFS Main Program > Appearance > Client |
Show on sidebar - Notes? |
Yes (default): The Notes sidebar will be displayed. |
-15 |
TFS Main Program > Appearance > Contact |
Show on sidebar - Overview? |
Yes (default): The Overview sidebar will be displayed. |
-16 |
TFS Main Program > Appearance > Contact |
Show on sidebar - CRM? |
Yes (default): The CRM sidebar will be displayed. |
-17 |
TFS Main Program > Appearance > Contact |
Show on sidebar - Services? |
Yes (default): The Services sidebar will be displayed. |
-18 |
TFS Main Program > Appearance > Contact |
Show on sidebar - Address/Tel? |
Yes (default): The Address/Tel sidebar will be displayed. |
-19 |
TFS Main Program > Appearance > Contact |
Show on sidebar - Employment? |
Yes (default): The Employment sidebar will be displayed. |
-20 |
TFS Main Program > Appearance > Contact |
Show on sidebar - References? |
Yes (default): The References sidebar will be displayed. |
-21 |
TFS Main Program > Appearance > Contact |
Show on sidebar - A&L? |
Yes (default): The A&L sidebar will be displayed. |
-22 |
TFS Main Program > Appearance > Contact |
Show on sidebar - Accounts? |
Yes (default): The Accounts sidebar will be displayed. |
-23 |
TFS Main Program > Appearance > Contact |
Show on sidebar - Contacts? |
Yes (default): The Contacts sidebar will be displayed. |
-24 |
TFS Main Program > Appearance > Application |
Show on sidebar - Overview? |
Yes (default): The Overview sidebar will be displayed. |
-25 |
TFS Main Program > Appearance > Application |
Show on sidebar - Work Flow? |
Yes (default): The Work Flow sidebar will be displayed. |
-26 |
TFS Main Program > Appearance > Application |
Show on sidebar - Goods Details? |
Yes (default): The Goods Details sidebar will be displayed. |
-27 |
TFS Main Program > Appearance > Application |
Show on sidebar - Services? |
Yes (default): The Services sidebar will be displayed. |
-28 |
TFS Main Program > Appearance > Application |
Show on sidebar - Financier? |
Yes (default): The Financier sidebar will be displayed. |
-29 |
TFS Main Program > Appearance > Application |
Show on sidebar - Calculations? |
Yes (default): The Calculations sidebar will be displayed. |
-30 |
TFS Main Program > Appearance > Application |
Show on sidebar - Repayment? |
Yes (default): The Repayment sidebar will be displayed. |
-31 |
TFS Main Program > Appearance > Application |
Show on sidebar - Revenue? |
Yes (default): The Revenue sidebar will be displayed. |
-32 |
TFS Main Program > Appearance > Application |
Show on sidebar - Invoices? |
Yes (default): The Invoices sidebar will be displayed. |
-33 |
TFS Main Program > Appearance > Application |
Show on sidebar - Notes? |
Yes (default): The Notes sidebar will be displayed. |
-34 |
TFS Main Program > Appearance > Application |
Show on sidebar - Trails? |
Yes: The Trails sidebar will be displayed. |
-35 |
TFS Main Program > Appearance > CRM |
Show on sidebar - Comments? |
Yes (default): The Comments sidebar will be displayed. |
-36 |
TFS Main Program > Appearance > CRM |
Show on sidebar - Alerts? |
Yes (default): The Alerts sidebar will be displayed. |
-37 |
TFS Main Program > Appearance > CRM |
Show on sidebar - Follow Up? |
Yes (default): The Follow Up sidebar will be displayed. |
-38 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Personal F/Up? |
Yes (default): The Personal F/Up sidebar will be displayed. |
-39 |
TFS Main Program > Appearance > Tools |
Show on sidebar - WIP? |
Yes (default): The WIP sidebar will be displayed. |
-40 |
TFS Main Program > Appearance > CRM |
Show on sidebar - Mail Merge? |
Yes (default): The Mail Merge sidebar will be displayed. |
-41 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Calculator? |
Yes (default): The Calculator sidebar will be displayed. |
-42 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Quotes? |
Yes (default): The Quotes sidebar will be displayed. |
-43 |
TFS Main Program > Appearance > Client |
Show on sidebar - Linked Files? |
Yes (default): The Linked Files sidebar will be displayed. |
-44 |
TFS Main Program > Appearance > Application |
Show on sidebar - Linked Files? |
Yes (default): The Linked Files sidebar will be displayed. |
-45 |
TFS Main Program > Settings > Search |
Enable most recently used list? |
Yes (default): Displays the Recent tab on the Search dialog. |
-66 |
TFS Main Program > Appearance > Application |
Enable mortgage application work flow? |
Yes: The Application Overview and Work Flow screens will display mortgage related dates (i.e., Mortgage Documents Ordered/Received) and different layouts. The Work Flow stages will also be different. |
-67 |
TFS Main Program > Settings > Search |
Show WIP tab in search dialog |
Yes (default): Displays the WIP tab on the Search dialog. |
-68 |
TFS Main Program > Settings > CRM |
Regularly check for Follow Up? |
Yes (default): TFS checks if there are any Follow Up items assigned to the user that are due. |
-69 |
TFS Main Program > Settings > CRM |
Follow Up check interval (minutes) |
If preference -68 (Regularly check for Follow Up?) is set to Yes, this preference determines how often (in minutes) TFS should check for Follow Ups. |
-70 |
TFS Main Program > Settings > CRM |
Default snooze interval |
Sets the default snooze interval for Follow Up items. |
-71 |
TFS Main Program > Settings > Finance Applications |
Default goods type |
Sets the default item being financed.
|
-72 |
TFS Main Program > Settings > Finance Applications |
Default application purpose |
Sets the default application purpose. |
-73 |
TFS Main Program > Appearance > Application |
Custom application overview - Mortgage |
Indicates which custom screens to use for the Application Overview and Work Flow screens for mortgage types of finance. |
-74 |
TFS Main Program > Appearance > Application |
Custom application overview - Equipment |
Indicates which custom screens to use for the Application Overview and Work Flow screens for equipment types of finance. |
-75 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Follow Up Due? |
Yes (default): The Follow Up Due sidebar will be displayed. |
-76 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Companies? |
Yes (default): The Companies sidebar will be displayed. |
-77 |
TFS Main Program > Appearance > Tools |
Show on sidebar - People? |
Yes (default): The People sidebar will be displayed. |
-78 |
TFS Main Program > Settings |
Double-Click to edit list items? |
Yes (default): Double-clicking an item in a list will open that item in Edit mode. |
-79 |
TFS Main Program > Settings > Search |
Company Screen - Include Clients/Prospects? |
For the Tools > Companies screen: |
-80 |
TFS Main Program > Settings > Search |
Company Screen - Include Inactive Contacts? |
For the Tools > Companies screen: |
-81 |
TFS Main Program > Settings > Search |
People Screen - Include Client Contacts? |
For the Tools > People screen: |
-82 |
TFS Main Program > Settings > Search |
People Screen - Include Inactive Contacts |
For the Tools > People screen: |
-83 |
TFS Main Program > Settings > Finance Applications > Calculations |
Show calculations alert? |
Yes (default): If calculations require updating, a red alert bar is visible on the TFS Status Bar (at the bottom of the TFS window). |
-87 |
TFS Main Program > Settings > Finance Applications > Calculations |
New application - Update calculation COGs? |
Yes: After creating a new application, the COGs figures will be automatically brought forward into the calculations. |
-88 |
TFS Main Program > Settings > Finance Applications > Calculations |
Synchronise calculation COGs from goods? |
Yes: Changes made to COGs details will be reflected automatically in the calculations. |
-89 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Clients? |
Yes (default): The Clients sidebar will be displayed. |
-111 |
TFS Main Program > Settings > Finance Applications |
Include on application - All Contacts? |
Yes (default): The default value of the Include On Application? field within the Contact dialog will be Yes. |
-112 |
TFS Main Program > Settings > Finance Applications |
Include on application - Spouse? |
Yes: The default value of the Include On Application? field within the Contact dialog when the Relationship field is Spouse will be Yes. |
-113 |
TFS Main Program > Settings > Finance Applications |
COGs entry point? |
Concerns the editing of a goods item or COGs (Cost of Goods) in a dialog or form (i.e., New Application > Goods Details tab; Calculations; Quick Calculator; Application > Goods Details). |
-114 |
TFS Main Program > Appearance |
Show sidebar? |
Yes (default): The sidebar will be displayed. |
-115 |
TFS Main Program > Settings > CRM |
Show Alerts? |
Yes (default): When changing to a client who has an alert due, the Alert dialog will be displayed automatically. |
-136 |
TFS Main Program > Settings > Client Folder Management |
Folder naming format |
If preference -1 (Enable client folder management) is set to Yes: |
-138 |
TFS Main Program > Settings > Finance Applications > Calculations |
New application - Edit calculations after creation? |
Yes: After creating a new application, the user is taken to the calculations screen in Edit mode. |
-139 |
TFS Main Program > Appearance > Tools |
Show on sidebar - Batch Revenue Split? |
Yes (default): The Batch Revenue Split sidebar will be displayed. |
-140 |
TFS Main Program > Settings > Finance Applications > Calculations |
Luxury - Claimable GST |
Sets the Claimable GST amount for luxury goods. |
-141 |
TFS Main Program > Settings > Finance Applications > Calculations |
Amortisation schedule - Hide Brokerage? |
Yes (default): Hides the brokerage amount. |
-144 |
TFS Main Program > Settings > Email |
SMTP Server |
Is the mail server name (i.e., server01). |
-145 |
TFS Main Program > Settings > Email |
SMTP User Name |
User name for access to the mail server. |
-146 |
TFS Main Program > Settings > Email |
SMTP Password |
Password for access to the mail server. |
-147 |
TFS Main Program > Settings > Email |
Email Method |
MAPI (default): Uses Microsoft Outlook. |
-148 |
TFS Main Program > Settings > Import/Export |
'Forty Two' Destination Email Address |
xmlimport@www.ecm7.com (default): The address to email the marketing file to. |
-149 |
TFS Main Program > Settings > Import/Export |
'Forty Two' Export XML file name |
marketing.xml (default): the marketing file name. |
-150 |
TFS Main Program > Settings > Import/Export |
'Forty Two' Export XML file location |
c:\temp\ (default): the path to create the file in. |
-151 |
TFS Main Program > Settings > Email |
SMTP security required? |
Yes: SMTP requires a user name and password. |
-152 |
TFS Main Program > Settings > Email |
SMTP sender email address |
When you use SMTP, this field lists who the email is from. |
-155 |
TFS Main Program > Settings > Finance Applications |
Enable application summary notes? |
Yes: An Application Summary notes is added above the Application Notes/Purpose on the Application Notes screen. Some clients use these summary notes in their reports. |
-156 |
TFS Main Program > Settings > Finance Applications |
Copy application - Copy Linked Files? |
Yes: When an application is copied, selecting Yes indicates that the application's linked file records will also be copied. |
-157 |
TFS Main Program > Settings > Finance Applications > Calculations |
Luxury - Tax Threshold |
Sets the tax threshold for luxury goods. |
-158 |
TFS Main Program > Settings > Finance Applications > Calculations |
Luxury - Match special input payback to claimable GST? |
Yes (default): The special input payback field will equal the value of preference -140 (Luxury - Claimable GST). |
-159 |
TFS Main Program > Appearance |
Context Bar Style |
Style 1 (TFS Default) (default): Adds Type and Stage information to the Context Bar. |
-160 |
TFS Main Program > Appearance > CRM |
Row height - Comments |
2 (default): The number of lines one row will use to show a comment. |
-161 |
TFS Main Program > Appearance > CRM |
Row height - Alerts |
2 (default): The number of lines one row will use to show an alert. |
-162 |
TFS Main Program > Appearance > CRM |
Row height - Follow Up |
2 (default): The number of lines one row will use to show a follow up. |
-163 |
TFS Main Program > Appearance > CRM |
Row height - Mail Merge |
1 (default): The number of lines one row will use to show a mail merge record. |
-165 |
TFS Main Program > Settings > Finance Applications > Calculations |
Enable Revenue Splits? |
Yes (default): On the Revenue dialog, the Splits tab can be used and accessed (i.e., is visible). |
-166 |
TFS Main Program > Settings > Finance Applications > Calculations |
Enable Calculations? |
Yes (default): TFS controls the calculating of repayments, revenue, etc. |
-168 |
TFS Main Program > Settings > Finance Applications |
New application - Create Clawback revenue? |
Yes: A Clawback revenue item will be created when an application is created. |
-169 |
TFS Main Program > Settings > Client Folder Management |
Grouping Format |
Determines how the client folders are grouped. |
-170 |
TFS Main Program > Settings > Client Folder Management |
Maximum clients per folder (Numeric grouping) |
If preference -169 (Grouping Format) is set to Numeric: |
-171 |
TFS Main Program > Settings |
Hide Quote Criteria Dialog |
Yes: The Select Quote Criteria dialog is not displayed when previewing/printing a quote report. Generally, selecting Yes is for those clients with custom reports. |
-172 |
TFS Main Program > Settings > Search |
Search Field Behaviour |
Search on Key Press (default): Will highlight a list item as you type into the text field. |
-178 |
TFS Main Program > Settings > CRM |
Comments Default for 'Make Public'? |
Yes (default): Make Public? will be set to Yes by default. |
-183 |
TFS Main Program > Settings > Finance Applications > Calculations |
Luxury - Car Tax Rate % |
Rate used to calculate tax on a luxury car. A luxury car is a car whose value is above the luxury car tax threshold (see preference -157). |
-184 |
TFS Main Program > Settings > Clients |
Default - Client Type |
Sets the default client type for a new client creation. |
-185 |
TFS Main Program > Settings > Clients |
Default - Structure |
Sets the default structure for a new client creation. |
-202 |
TFS Main Program > Settings > Finance Applications > Calculations |
Default - Term |
Sets the default term (in months) for finance applications. |
-203 |
TFS Main Program > Settings > Reports |
Quote - Show Deposit? |
Yes: Deposit amount is shown in quote reports. |
-204 |
TFS Main Program > Settings > Reports |
Quote - Show Residual? |
Yes: Residual amount is shown in quote reports. |
-205 |
TFS Main Program > Settings > Reports |
Quote - Show Fees? |
Yes: Fee amount is shown in quote reports. |
-206 |
TFS Main Program > Settings > Reports |
Quote - Show Brokerage? |
Yes: Brokerage amount is shown in quote reports. |
-207 |
TFS Main Program > Settings > Reports |
Quote - Show Total Amount Financed? |
Yes: Total amount financed is shown in quote reports. |
-208 |
TFS Main Program > Settings > Reports |
Quote - Show Wholesale Rate? |
Yes: Wholesale rate is shown in quote reports. |
-209 |
TFS Main Program > Settings > Reports |
Quote - Show Effective Rate? |
Yes: Effective rate is shown in quote reports. |
-210 |
TFS Main Program > Settings > Reports |
Quote - Show Notes? |
Yes: Notes are shown in quote reports. |
-211 |
TFS Main Program > Settings > Finance Applications |
Copy application - Show prompt to use residual as total financed? |
Yes (default): A confirmation prompt is displayed when an application is copied. |
-212 |
TFS Main Program > Settings > Reports |
Amortisation Schedule - Show Balance? |
Yes (default): Balance amount is shown on the amortisation schedule. |
-213 |
TFS Main Program > Settings > Reports |
Amortisation Schedule - Show Actuarial? |
Yes (default): Actuarial is shown on the amortisation schedule. |
-214 |
TFS Main Program > Settings > Reports |
Amortisation Schedule - Show Rule of 78? |
Yes (default): Rule of 78 is shown on the amortisation schedule. |
-215 |
TFS Main Program > Settings |
Hide Amortisation Schedule Criteria Dialog? |
Yes: The Amortisation Schedule Criteria dialog is hidden from the user. |
-216 |
TFS Main Program > Settings > Finance Applications > Calculations |
Synchronise - goods asset from calculations? |
Yes (default): Changes made to calculations will be reflected automatically in the goods. |
-217 |
TFS Main Program > Settings > Client Folder Management |
Custom path for client folder creation |
This preference default value is maintained the Configuration dialog of TFS. To modify the custom path, select the menu option: Help > Configuration |
-218 |
TFS Main Program > Settings > Reports |
Report Database Field/Formula Validation? |
Default: |
-219 |
TFS Main Program > Settings |
Website - Default Online Map |
Default: |
-220 |
TFS Main Program > Settings > Reports |
SmartLodge - Default Report Format |
Sets the default report format. |
-221 |
TFS Main Program > Settings > Finance Applications > Calculations |
Account Fee - $0 Manual Entry Repayment |
Custom repayment account fee. |
-222 |
TFS Main Program > Settings > Finance Applications > Calculations |
Account Fee - $1+ Manual Entry Repayment |
Custom repayment account fee. |
-223 |
TFS Main Program > Appearance > Application |
Label - (Application Work Flow) Letter Sent |
Ability to modify Letter Sent field name (in the Settlement group) on the Work Flow screen. |
-224 |
TFS Main Program > Settings > Finance Applications > Goods Details |
Default - Depreciation Method |
Ability to modify the default depreciation method.
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