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.