Tools Screen - Clients

• From the Tools menu, select Clients.
• From the sidebar, select Tools then Clients.
• Press Ctrl + Y.

Use the View field to narrow the search by:

• Broker Access Permissions: displays all clients that the user has Broker Access permissions for.
• Broker Search Permissions: displays all clients that the user has Broker Search permissions for.
• [Not Applicable]: displays all clients that have not applicable as the broker.
• [Unknown]: displays all clients that have an unknown broker.
• Broker Specific Names: displays a dynamic list of brokers' names that the user has access and search permissions for.

Use the Search field to search for a name when the Clients list is large. TFS will highlight the most relevant match either as you type or when the field is exited

Filter the clients to be displayed:

Client / Prospects: Filter to either just Clients, just Prospects or Both.

Rank: Filter the Clients based on the Rank specified on the Marketing Screen.

Owner: Filter the Clients based on the Owner specified on the Marketing Screen.

Contact Owner: Filter the Clients based on the Owner specified on the Contact Marketing Screen.

Last Contact From / Last Contact To:  Filter the Clients based on the Last Contact Dates specified on the Marketing Screen.

Next Contact From / Next Contact To: Filter the Clients based on the Next Contact Date specified on the Marketing Screen.