Application Search

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TFS User Guide - Table of Contents

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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