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TFS Admin Guide - Table of Contents

Documentation Disclaimer

Permission #	Location	Name	Default Value
-1	TFS Main Program > Menus > File	Create New Client	Type: Yes
-2	TFS Main Program > Menus > File	Create New Application	Type: Yes
-3	TFS Main Program > Menus > File	Select Client Dialog	Yes
-4	TFS Main Program > Menus > File	Search Entity Dialog	Type: Yes
-5	TFS Main Program > Menus > File	SmartDocs	Type: Yes
-6	TFS Main Program > Menus > File	SmartLodge	Type: Yes
-7	TFS Main Program > Menus > File	Import/Export	Type: Yes
-8	TFS Administration Tool	Access TFS Administration Tool	Type: Yes
-9	TFS SmartCampaign	Access SmartCampaign	Type: Yes
-10	TFS Main Program > Menus > File	Reports	Type: Yes
-11	TFS Main Program > Menus > File	.....Reports - Delete Profile	Type: Yes
-12	TFS Main Program > Menus > File	Database Tools - Access	Type: Yes
-13	TFS Main Program > Menus > Client	Overview - Access	Type: Yes
-14	TFS Main Program > Menus > Client	Overview - Modify	Type: Yes
-15	TFS Main Program > Menus > Client	.....Delete Client	Type: Yes
-16	TFS Main Program > Menus > Client	.....Client - Change Client Type	Type: Yes
-17	TFS Main Program > Menus > Client	.....Client - Change Context	Type: Yes
-18	TFS Main Program > Menus > Client	Marketing - Access	Type: Yes
-19	TFS Main Program > Menus > Client	Marketing - Modify	Type: Yes
-20	TFS Main Program > Menus > Client	Services - Access	Type: Yes
-21	TFS Main Program > Menus > Client	Services - Modify	Type: Yes
-22	TFS Main Program > Menus > Client	Contacts - Access	Type: Yes
-23	TFS Main Program > Menus > Client	.....Contact - Access	Type: Yes
-24	TFS Main Program > Menus > Client	.....Contact - Modify	Type: Yes
-25	TFS Main Program > Menus > Client	Address/Telephone - Access	Type: Yes
-26	TFS Main Program > Menus > Client	.....Address - Access	Type: Yes
-27	TFS Main Program > Menus > Client	.....Address - Modify	Type: Yes
-28	TFS Main Program > Menus > Client	.....Telephone - Access	Type: Yes
-29	TFS Main Program > Menus > Client	.....Telephone - Modify	Type: Yes
-30	TFS Main Program > Menus > Client	Trade Names - Access	Type: Yes
-31	TFS Main Program > Menus > Client	.....Trade Name - Access	Type: Yes
-32	TFS Main Program > Menus > Client	.....Trade Name - Modify	Type: Yes
-33	TFS Main Program > Menus > Client	Financials/Cashflow - Access	Type: Yes
-34	TFS Main Program > Menus > Client	.....Financials - Access	Type: Yes
-35	TFS Main Program > Menus > Client	.....Financials - Modify	Type: Yes
-36	TFS Main Program > Menus > Client	.....Cashflow - Access	Type: Yes
-37	TFS Main Program > Menus > Client	.....Cashflow - Modify	Type: Yes
-38	TFS Main Program > Menus > Client	References - Access	Type: Yes
-39	TFS Main Program > Menus > Client	.....Reference - Access	Type:
-40	TFS Main Program > Menus > Client	.....Reference - Modify	Type: Yes
-41	TFS Main Program > Menus > Client	Accounts - Access	Type: Yes
-42	TFS Main Program > Menus > Client	.....Accounts - Access	Type: Yes
-43	TFS Main Program > Menus > Client	.....Accounts - Modify	Type: Yes
-44	TFS Main Program > Menus > Client	Application List - Access	Type: Yes
-45	TFS Main Program > Menus > Client	.....Application - Access	Type: Yes
-46	TFS Main Program > Menus > Client	.....Application - Modify	Type: Yes
-47	TFS Main Program > Menus > Client	Quote List - Access	Type: Yes
-48	TFS Main Program > Menus > Client	.....Quote - Access	Type: Yes
-49	TFS Main Program > Menus > Client	.....Quote - Modify	Type: Yes
-50	TFS Main Program > Menus > Client	.....Quote - Convert to Application	Type: Yes
-51	TFS Main Program > Menus > Client	Notes - Access	Type: Yes
-52	TFS Main Program > Menus > Client	Notes - Modify	Type: Yes
-53	TFS Main Program > Menus > Client	Linked Files - Access	Type: Yes
-54	TFS Main Program > Menus > Client	.....Linked Files - Access	Type: Yes
-55	TFS Main Program > Menus > Client	.....Linked Files - Modify	Type: Yes
-56	TFS Main Program > Menus > Contact	Overview - Access	Type: Yes
-57	TFS Main Program > Menus > Contact	Overview - Modify	Type: Yes
-58	TFS Main Program > Menus > Contact	Marketing - Access	Type: Yes
-59	TFS Main Program > Menus > Contact	Marketing - Modify	Type: Yes
-60	TFS Main Program > Menus > Contact	Services - Access	Type: Yes
-61	TFS Main Program > Menus > Contact	Services - Modify	Type: Yes
-62	TFS Main Program > Menus > Contact	Address/Telephone - Access	Type: Yes
-63	TFS Main Program > Menus > Contact	.....Address - Access	Type: Yes
-64	TFS Main Program > Menus > Contact	.....Address - Modify	Type: Yes
-65	TFS Main Program > Menus > Contact	.....Telephone - Access	Type: Yes
-66	TFS Main Program > Menus > Contact	.....Telephone - Modify	Type: Yes
-67	TFS Main Program > Menus > Contact	Employment - Access	Type: Yes
-68	TFS Main Program > Menus > Contact	.....Employment - Access	Type: Yes
-69	TFS Main Program > Menus > Contact	.....Employment - Modify	Type: Yes
-70	TFS Main Program > Menus > Contact	References - Access	Type: Yes
-71	TFS Main Program > Menus > Contact	.....Reference - Access	Type: Yes
-72	TFS Main Program > Menus > Contact	.....Reference - Modify	Type: Yes
-73	TFS Main Program > Menus > Contact	Asset/Liability - Access	Type: Yes
-74	TFS Main Program > Menus > Contact	.....Asset - Access	Type: Yes
-75	TFS Main Program > Menus > Contact	.....Asset - Modify	Type: Yes
-76	TFS Main Program > Menus > Contact	.....Liability - Access	Type: Yes
-77	TFS Main Program > Menus > Contact	.....Liability - Modify	Type: Yes
-78	TFS Main Program > Menus > Contact	Accounts - Access	Type: Yes
-79	TFS Main Program > Menus > Contact	.....Account - Access	Type:
-80	TFS Main Program > Menus > Contact	.....Account - Modify	Type: Yes
-81	TFS Main Program > Menus > Contact	Contacts - Access	Type: Yes
-82	TFS Main Program > Menus > Contact	.....Contact - Access	Type: Yes
-83	TFS Main Program > Menus > Contact	.....Contact - Modify	Type: Yes
-84	TFS Main Program > Menus > Application	Overview - Access	Type: Yes
-85	TFS Main Program > Menus > Application	Overview - Modify	Type: Yes
-86	TFS Main Program > Menus > Application	WorkFlow - Access	Type: Yes
-87	TFS Main Program > Menus > Application	WorkFlow - Modify	Type: Yes
-88	TFS Main Program > Menus > Application	Goods - Access	Type: Yes
-89	TFS Main Program > Menus > Application	.....Goods - Access	Type: Yes
-90	TFS Main Program > Menus > Application	.....Goods - Modify	Type: Yes
-91	TFS Main Program > Menus > Application	Services - Access	Type: Yes
-92	TFS Main Program > Menus > Application	Services - Modify	Type: Yes
-93	TFS Main Program > Menus > Application	Financier - Access	Type: Yes
-94	TFS Main Program > Menus > Application	Financier - Modify	Type: Yes
-95	TFS Main Program > Menus > Application	Calculations - Access	Type: Yes
-96	TFS Main Program > Menus > Application	Calculations - Modify	Type: Yes
-97	TFS Main Program > Menus > Application	Repayment Schedule - Access	Type: Yes
-98	TFS Main Program > Menus > Application	Revenue - Access	Type: Yes
-99	TFS Main Program > Menus > Application	.....Revenue - Access	Type: Yes
-100	TFS Main Program > Menus > Application	.....Revenue - Modify	Type: Yes
-101	TFS Main Program > Menus > Application	Invoices - Access	Type: Yes
-102	TFS Main Program > Menus > Application	.....Invoice - Access	Type: Yes
-103	TFS Main Program > Menus > Application	.....Invoice - Modify	Type: Yes
-104	TFS Main Program > Menus > Application	Notes - Access	Type: Yes
-105	TFS Main Program > Menus > Application	Notes - Modify	Type: Yes
-106	TFS Main Program > Menus > Application	Linked Files - Access	Type: Yes
-107	TFS Main Program > Menus > Application	.....Linked Files - Access	Type: Yes
-108	TFS Main Program > Menus > Application	.....Linked Files - Modify	Type: Yes
-109	TFS Main Program > Menus > Application	Trails - Access	Type:
-110	TFS Main Program > Menus > Application	.....Trails - Access	Type: Yes
-111	TFS Main Program > Menus > Application	.....Trails - Modify	Type: Yes
-112	TFS Main Program > Menus > Tools	Quotes - Access	Type: Yes
-113	TFS Main Program > Menus > Tools	.....Quotes - Access	Type: Yes
-114	TFS Main Program > Menus > Tools	.....Quotes - Modify	Type: Yes
-115	TFS Main Program > Menus > Tools	.....Quotes - Convert to Application	Type: Yes
-116	TFS Main Program > Menus > Tools	WIP - Access	Type: Yes
-117	TFS Main Program > Menus > Tools	Batch Revenue Dialog - Access	Type: Yes
-118	TFS Main Program > Menus > Tools	Personal FollowUp - Access	Type: Yes
-119	TFS Main Program > Menus > Tools	.....Personal Follow Up - Access	Type: Yes
-120	TFS Main Program > Menus > Tools	.....Personal Follow Up - Modify	Type: Yes
-121	TFS Main Program > Menus > Tools	Clients - Access	Type: Yes
-122	TFS Main Program > Menus > Tools	.....Clients - Access	Type: Yes
-123	TFS Main Program > Menus > Tools	.....Clients - Modify	Type: Yes
-124	TFS Main Program > Menus > Tools	Companies - Access	Type: Yes
-125	TFS Main Program > Menus > Tools	.....Companies - Access	Type: Yes
-126	TFS Main Program > Menus > Tools	.....Companies - Modify	Type: Yes
-127	TFS Main Program > Menus > Tools	People - Access	Type: Yes
-128	TFS Main Program > Menus > Tools	.....People - Access	Type: Yes
-129	TFS Main Program > Menus > Tools	.....People - Modify	Type: Yes
-130	TFS Main Program > Menus > Help	Configuration - Access	Type: Yes
-131	Database Content > Application	Actual Settlement Date	Type: Yes
-132	Database Content > Entity	Date of Birth	Type: Yes
-133	TFS Administration Tool > Security	Access Other Company Data	Type: Yes
-134	TFS Administration Tool > Security	Override User Broker Security	Type: Yes
-135	TFS Main Program > Menus > CRM	Comment - Access	Type: Yes
-136	TFS Main Program > Menus > CRM	.....Comment - Access	Type: Yes
-137	TFS Main Program > Menus > CRM	.....Comment - Modify	Type: Yes
-138	TFS Main Program > Menus > CRM	Alert - Access	Type: Yes
-139	TFS Main Program > Menus > CRM	.....Alert - Access	Type: Yes
-140	TFS Main Program > Menus > CRM	.....Alert - Modify	Type: Yes
-141	TFS Main Program > Menus > CRM	Follow Up - Access	Type: Yes
-142	TFS Main Program > Menus > CRM	.....Follow Up - Access	Type: Yes
-143	TFS Main Program > Menus > CRM	.....Follow Up - Modify	Type: Yes
-144	TFS Main Program > Menus > CRM	Mail Merge - Access	Type: Yes
-145	TFS Main Program > Menus > CRM	.....Mail Merge - Access	Type: Yes
-146	TFS Main Program > Menus > CRM	.....Mail Merge - Modify	Type: Yes
-148	TFS Main Program > Menus > Client	.....Delete Application	Type: Yes
-149	TFS Main Program > Menus > Client	.....Delete Client Files and Folders	Type: Yes
-150	TFS Main Program > Menus > Client	.....Delete Application Files and Folders	Type: Yes
-151	TFS Administration Tool > Client	Change Client Broker	Type: Yes
-152	TFS Main Program > Menus > Application	Change Application Broker	Type: Yes
-153	TFS Administration Tool > Entity Menu	Advanced Entity Management - Access	Type: Yes
-156	Reports > Security	Report profile saving allowed	Type: Yes
-200	Reports	(-1) Client Applications	Type: Yes
-201	Reports	(-2) Application for Finance - Style 1	Type: Yes
-202	Reports	(-3) Supplier List	Type: Yes
-203	Reports	(-4) Broker Residuals	Type: Yes
-204	Reports	(-5) Asset Statement	Type: Yes
-205	Reports	(-6) Volumes	Type: Yes
-206	Reports	(-7) Insurance Follow Up	Type: Yes
-207	Reports	(-8) Invoice	Type: Yes
-208	Reports	(-9) Work Flow	Type: Yes
-209	Reports	(-10) Quote	Type: Yes
-210	Reports	(-13) Asset Statement - Simple	Type: Yes
-211	Reports	(-14) Asset Statement - Joint	Type: Yes
-212	Reports	(-19) Application for Finance - Style 2	Type: Yes
-213	Reports	(-31) Client Listing	Type: Yes
-214	Reports	(-20) Work Flow	Type: Yes
-215	Reports	(-22) Volumes - Brief	Type: Yes
-216	Reports	(-23) Revenue	Type: Yes
-217	Reports	(-24) Volume Graphs by Group	Type: Yes
-218	Reports	(-30) Volume Graphs by Month Settled	Type: Yes
-219	Reports	(-35) Work Flow - Mortgage - Style 1	Type: Yes
-220	Reports	(-36) Work Flow - Mortgage - Style 2	Type: Yes
-221	Reports	(-39) Mortgage Bins	Type: Yes
-222	Reports	(-40) Mortgage - Settlements Follow Up	Type: Yes
-223	Reports	(-46) Amortisation Schedule	Type: Yes
-224	Reports	(-48) Invoice Statement	Type: Yes
-225	Reports	(-50) Revenue Split - by entity	Type: Yes
-226	Reports	(-51) Revenue Split - by revenue	Type: Yes
-227	Reports	(-52) Revenue Split - by entity for Batch Reporting	Type: Yes
-228	Reports	(-53) Disbursement Advice	Type: Yes
-229	Reports	(-54) Client Contact Birthdays	Type: Yes
-230	Reports	(-55) Client Comments	Type: Yes
-231	Reports	(-100) SmartCampaign Selections	Type: Yes
-232	Reports	(-101) Marketing Groups	Type: Yes
-233	Reports	(-102) Return On Investment	Type: Yes
-234	Reports	(-103) Check Address	Type: Yes
-235	Reports	(-104) Broker Assigned Entities	Type: Yes
-236	Reports	.....(-1) Client Applications/Commitment Sched - all	Type: Yes
-237	Reports	.....(-2) Application for Finance - Style 1	Type: Yes
-238	Reports	.....(-3) Supplier Listing	Type: Yes
-239	Reports	.....(-4) Broker Residuals > 0	Type: Yes
-240	Reports	.....(-5) Volumes by Broker and Financier - detailed	Type: Yes
-241	Reports	.....(-6) Insurance Follow Up - financed	Type: Yes
-242	Reports	.....(-7) Work Flow - Style 1	Type: Yes
-243	Reports	.....(-10) Application for Finance - Style 2	Type: Yes
-244	Reports	.....(-11) Settlements - Style 1	Type: Yes
-245	Reports	.....(-12) Work Flow - Style 2	Type: Yes
-246	Reports	.....(-13) Settlements - Style 2	Type: Yes
-247	Reports	.....(-14) Volumes by Broker and Financier - summary	Type: Yes
-248	Reports	.....(-15) Volumes by Financier and Broker - detailed	Type: Yes
-249	Reports	.....(-16) Volumes by Financier and Broker - summary	Type: Yes
-250	Reports	.....(-17) Brief Volumes by Broker - detailed	Type: Yes
-251	Reports	.....(-18) Revenue - all Outstanding	Type: Yes
-252	Reports	.....(-19) Volume Graphs by Group	Type: Yes
-253	Reports	.....(-31) Volume Graphs by Month Settled	Type: Yes
-254	Reports	.....(-32) Brief Volumes by Broker	Type: Yes
-255	Reports	.....(-33) Revenue - Oustanding Brokerage	Type: Yes
-256	Reports	.....(-34) Revenue - Oustanding Other	Type: Yes
-257	Reports	.....(-35) Insurance Follow Up - unfinanced	Type: Yes
-258	Reports	.....(-39) Client Listing	Type: Yes
-259	Reports	.....(-40) Application for Finance - Style 1 Broker	Type: Yes
-260	Reports	.....(-41) Application for Finance - Style 2 Broker	Type: Yes
-261	Reports	.....(-44) Work Flow - Mortgage - Style 1	Type: Yes
-262	Reports	.....(-45) Work Flow - Mortgage - Style 2	Type: Yes
-263	Reports	.....(-48) Mortgage Bins	Type: Yes
-264	Reports	.....(-49) Mortgage - Settlements Follow Up	Type: Yes
-265	Reports	.....(-52) Client Applications/Commitment Sched - curr	Type: Yes
-266	Reports	.....(-53) Amortisation Schedule	Type: Yes
-267	Reports	.....(-54) Client Applications	Type: Yes
-268	Reports	.....(-55) Broker Residuals - All	Type: Yes
-269	Reports	.....(-56) Revenue Split - by entity	Type: Yes
-270	Reports	.....(-57) Revenue Split - by revenue	Type: Yes
-271	Reports	.....(-58) Disbursement Advice	Type: Yes
-272	Reports	.....(-59) Client Contact Birthdays	Type: Yes
-273	Reports	.....(-60) Client Comments	Type: Yes
-274	Reports	.....(-61) Amortisation Schedule - payout figures	Type: Yes
-275	Reports	.....(-62) Amortisation Schedule - payout figures (ext)	Type: Yes
-276	Reports	.....(-63) Application for Finance - Style 1 Broker (ext)	Type: Yes
-277	Reports	.....(-64) Application for Finance - Style 2 Broker (ext)	Type: Yes
-278	Reports	.....(-65) Application for Finance - Style 1 (ext)	Type: Yes
-279	Reports	.....(-66) Application for Finance - Style 2 (ext)	Type: Yes
-280	Reports	.....(-67) Client Applications/Commitment Sched -all (ext)	Type: Yes
-281	Reports	.....(-68) Client Applications/Commitment Sched - curr (ext)	Type: Yes
-282	Reports	.....(-69) Client Applications (ext)	Type: Yes
-283	Reports	.....(-70) Amortisation Schedule (ext)	Type: Yes
-284	Reports	.....(-71) Invoice	Type: Yes
-285	Reports	.....(-72) Invoice - Broker	Type: Yes
-286	Reports	.....(-73) Quote for Finance	Type: Yes
-287	Reports	.....(-74) Quote for Finance - Broker	Type: Yes
-288	Reports	.....(-75) Invoice Statement	Type: Yes
-289	Reports	.....(-100) SmartCampaign Selections	Type: Yes
-290	Reports	.....(-101) Marketing Groups	Type: Yes
-291	Reports	.....(-102) Return On Investment - detailed	Type: Yes
-292	Reports	.....(-103) Check Address	Type: Yes
-293	Reports	.....(-104) Broker Assigned Entities	Type: Yes
-294	Reports	.....(-105) Return On Investment - summary	Type: Yes
-295	Reports	(-56) Non Standard Folders	Type: Yes
-296	Reports	.....(-76) Non Standard Folders	Type: Yes
-297	Reports	(-57) Quote	Type: Yes
-298	Reports	.....(-77) Quote for Finance	Type: Yes
-299	Reports	.....(-78) Quote for Finance - Broker	Type: Yes
-300	TFS Integration	Access TFS Integration	Type: Yes
-301	TFS Main Program > Menus > Application	Linked Files - Upload to Copy File	Type: Yes
-302	TFS Main Program > Menus > Application	Linked Files - Explore Raw Files in Folder	Type: Yes
-303	TFS Main Program > Menus > Client	Linked Files - Upload to Copy File	Type: Yes
-304	TFS Main Program > Menus > Client	Linked Files - Explore Raw Files in Folder	Type: Yes
-1000	TFS Administration Tool > Security	Allow Empty Password for User Login	Type: Yes
-1002	TFS Main Program > Content	List Item - Modify	Type: Yes
-1003	TFS Main Program > Content	Settled Application - Modify	Type: Yes
-1004	Database Content > Application	Application Start Date	Type: Yes
-1005	Database Content > Application	Application Number	Type: Yes
-1006	Database Content > Client	Client Number	Type: Yes
-1007	TFS Main Program > Menus > Contract	Contract - Access Access to the Contract Overview screen.	Type: Yes
-1008	TFS Main Program > Menus > Contract	Contract - Modify Allows modification of data on the Contract Overview screen.	Type: Yes
-1009	TFS Main Program > Menus > Contract	Schedule - Access Access to the Payment Schedule screen.	Type: Yes
-1010	TFS Main Program > Menus > Contract	Payment - Access Access to the Payments screen.	Type: Yes
-1011	TFS Main Program > Menus > Contract	Payment - Access Allow viewing of individual payments on the Payments screen.	Type: Yes
-1012	TFS Main Program > Menus > Contract	Payment - Modify Allow modification of individual payments on the Payments screen.	Type: Yes
-1013	TFS Main Program > Menus > Contract	Revenue/Invoice - Access Access to the Revenue/Invoice screen.	Type: Yes
-1014	TFS Main Program > Menus > Contract	Revenue - Access Allow viewing of individual revenue items in the Revenue list on the Revenue/Invoice screen.	Type: Yes
-1015	TFS Main Program > Menus > Contract	Revenue - Modify Allow modification of individual revenue items in the Revenue list on the Revenue/Invoice screen.	Type: Yes
-1016	TFS Main Program > Menus > Contract	Invoice - Access Allow viewing of individual invoices in the Invoices list on the Revenue/Invoice screen.	Type: Yes
-1017	TFS Main Program > Menus > Contract	Invoice - Modify Allow modification of individual invoices in the Invoices list on the Revenue/Invoice screen.	Type: Yes
-1018	TFS Main Program > Menus > Tools	Loan Book - Access Access to the Loan Book screen.	Type: Yes
-1019	TFS Main Program > Menus > Tools	Process Overdue - Allowed Enables the Process Overdue function on the Loan Book screen.	Type: Yes
-1029	TFS Main Program > Menus > Tools	Pay On Time - Allowed Enables the Paid On Time function on the Loan Book screen.	Type: Yes
-1030	TFS Main Program > Menus > Tools	Edit - Allowed Enables editing of a loan book item.	Type: Yes
-1032	TFS Main Program > Content	Entity Ownership - Modify	Type: Yes

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