How do I find mandate folders and the mandates associated with an address?
The Find mandate folder... search dialog in the personal workspace allows you to quickly find the required mandate folder based on existing information:
Option 1: Search by file number
If the file number precedes the mandate name, set the menu of the search field to "Mandate name" and enter the desired file number. All files that start with the entered file number are shown.
If you start the file numbering again at 1 each year, files from different years may appear.
Sort the list chronologically. To do this, show the Created on field (right-click on the list header) and sort by this column. The most recent files are now displayed at the top.
Option 2: Search for client
Set the menu of the search field to client and enter a few first letters of the desired client.
The list is now filtered and shows all mandates from clients that match the entered character string.
Option 3: Search for the opponent or other connected addresses
Set the menu of the search field to Client and first enter the desired relationship, followed by a colon and then the desired name.
You do not need to write out the relationship. A few letters, such as g, are usually sufficient for the relationship, as well as for the name.
How do I find the mandates associated with an address?
If you are in the Addresses area and want to know which mandates are linked to any address, then select the command Search for... and Connected mandates in the Tools menu. A list of all mandates in which this address is linked is displayed:Related Articles
How do I find archived mandates?
Archiving hides mandates and makes them invisible in the dossier. Would you still like to access an archived mandate, or even reactivate it? This post shows how to do it. Mandate folders The Find mandate folder dialog allows you to include archived ...Why are foreign mandate folders displayed in the dossier archive?
Pro​​blem: Sometimes entries may be visible in the archive of a client that are apparently related to another client are visible. Example: Here you can see a word document in the archive of client Max Muster a word document created in a foreign ...How can I speed up the creation of mandates?
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com. Due to the many setting options, creating a new mandate can take some time. To save time and to ensure that ...How Can I Find Archived Cases?
Archived cases are hidden. You won't find them in the dossier. In this entry, we will show you how to access or reactivate archived cases: Case Folders In the window "Find Case Folder", check the box "Incl. archived" to include archived cases in the ...How Can I Find Case Folders and Cases Related to a Contact?
The search window "Find Case Folder" in your personal area lets you find case folders based on several pieces of information: Search for cases Option 1: Search for a case number If the case number is added to the case name, set the search field ...