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TFS User Guide - Table of Contents

Documentation Disclaimer

The following topics are covered in this section;

Select Client / Application / SmartCampaign - Click here to expand...

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

Client Search - Click here to expand...

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 ( )

Search Criteria Options - Click here to expand...

Field	Description
Search Name Field	Search name applicable to the search. Options include: Full name Report/search name All name fields
Name	Search for part or all of the client name. Toggle the button to search anywhere within the name.
Client Number	Search for part or all of the client number. Toggle the button to search anywhere within the number.
Client Type	Filter the search results based on client type.
Client Class	Filter the search results by client class. Options include: Client Prospect
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: Address Drivers Licence Email/Website Postcode Registration Telephone 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.

List and Buttons - Click here to expand...

List / Button	Description
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.

Performing a Client Search - Click here to expand...

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.

Entity Search - Click here to expand...

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.

Enter the Search Criteria Options - Click here to expand...

Field	Description
Search Name Field	Search name applicable to the search. Options include: Full name Report/search name All name fields.
Name	Search for part or all of the client name.
Entity Role	Filter the search results based on entity role.
Client Number	Search for part or all of the client number.
Industry	Filter the search results based on industry.

List and Buttons - Click here to expand...

List / Button	Description
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.

Performing an Entity Search - Click here to expand...

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.

Application Search - Click here to expand...

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.

Search Criteria - Click here to expand...

Field	Description
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.

List and Buttons - Click here to expand...

List / Button	Description
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.

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

Recent Search - Click here to expand...

The recent Search dialog displays the most recently accessed applications.

List and Buttons - Click here to expand...

List / Button	Description
Most Recently Accessed Applications List	Lists the twenty (20) most recently accessed applications
Search/Refresh Button	Performs a search based on the search criteria.
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.

Selecting a Recently Accessed Application - Click here to expand...

From the File menu, select Search, or press F4. The Search dialog will be displayed.
Select the Recent tab.
Highlight the application in the Search Results list.
Click the Select button. The Search dialog will close.

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.

Work In Progress Search - Click here to expand...

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.

List and Buttons - Click here to expand...

List / Button	Description
Work In Progress List	Lists the applications that are currently in progress.
Search/Refresh Button	Performs a search based on the search criteria.
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.

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.

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