Client Search

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TFS User Guide - Table of Contents

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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.