Searching
- Matthew Garrett
The following topics are covered in this section;
The Select Client / Application / SmartCampaign dialog allows users to enter a known client or application number for quick selection. Should the required job not be found,
users can enter the full search mode by clicking the Search button.
This can be accessed by;
Pressing the F3 Key
or
Click on the Select Client icon ( 
)
Enter the Client Number, Application Number OR SmartCampaign Ref.
Click the Select button. Providing that the record exists it will be selected. If no match is found a message will be displayed
The client Search dialog allows users to search for a client using a variety of search criteria. A list of the available search criteria is outlined below. If a client is not found, then modify the search criteria.
This can be accessed by;
Pressing the F4 Key
or
Click on the Select Client icon ( 
)
| Field | Description |
|---|---|
Search Name Field | Search name applicable to the search. Options include:
|
| Name | Search for part or all of the client name. Toggle the |
| Client Number | Search for part or all of the client number. Toggle the |
| Client Type | Filter the search results based on client type. |
| Client Class | Filter the search results by client class. Options include:
|
| 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:
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. |
- From the File menu, select Search (Or press F4, or click
. The Search dialog will be displayed. - Enter the search criteria.
- Click the Select/Refresh button.
- Highlight the application in the Search Results list.
- Click the Select button. The Search dialog will close.
IMPORTANT CONCEPTS
- Search Anywhere Within Field Button (
): 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 (
): clicking this button will clear the field. - Select All Company Data Button (
): 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.
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.
The Entity Search dialog allows users to search for an entity using a variety of search criteria. A list of the available search criteria is outlined below. If an entity is not found, then modify the search criteria.
This can be accessed by;
Pressing the F4 Key
or
Click on the Select Client icon ( 
)
When the Search dialog opens click on the Entity tab.
All search criteria is case insensitive.
- From the File menu, select Search (Or press F4, or click
. The Search dialog will be displayed. - Select the Entity tab.
- Enter the search criteria.
- Click the Select/Refresh button.
- Highlight the application in the Search Results list.
- Click the Select button. The Search dialog will close.
Important Concepts
- Search Anywhere Within Field Button (
): 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 (
): clicking this button will clear the field. - Select All Company Data Button (
): 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.
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 into.
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.
All search criteria is case insensitive.
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
Important Concepts
- Search Anywhere Within Field Button (
): 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 (
): clicking this button will clear the field. - Select All Company Data Button (
): 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.
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
The recent Search dialog displays the most recently accessed applications.
Important Concepts
Select All Company Data Button (
): 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.
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.
The work in progress Search dialog displays all active finance applications, that have not reached the work flow stage of completion, showing important application details.
Important Concepts
Select All Company Data Button (
): 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.
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.