TPO Settings

Watch the "TPO Management Settings in Encompass" Tutorial

Use the TPO Settings option to create custom values for dropdown menus in the Company Details and Contact Details settings such as company and contact status, company rating, attachment category, and price groups. Some values are available out of the box. You can edit or delete these values, if required.

Current Company Status

Use the Current Company Status dropdown list to configure the values in the Current Status dropdown list located on the Company Information tab in the Company Details window. The following values are available by default:

Application Pending
Application Denied
Active
Inactive
Suspended
Cancelled

You can update the values listed above as well as add new values as needed.

To Add a New Current Company Status Value:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click External Company Setup, and then click TPO Settings.
From the TPO Settings dropdown list, select Current Company Status.
Click the New icon.
In the Add New Setting window, enter the company status value, and then click OK.

You can update the values listed above as well as add new values as needed.

To Edit a Current Company Status Value:

From the TPO Settings dropdown list, select Current Company Status.
Select a status and then click the Edit icon.
In the Edit Setting Window, enter the new name of the Company Status, and then click OK.

To Move a Current Company Status Value Up or Down In the List:

From the TPO Settings dropdown list, select Current Company Status.
Select a status and then click the Up or Down arrow to change the position of the value in the Current Company Status dropdown list.

To Delete a Current Company Status Value:

From the TPO Settings dropdown list, select Current Company Status.
Select a status and then click the Delete icon.

Current Contact Status

Use the Current Contact Status dropdown list to configure the values in the Current Status dropdown list in the TPO Contact Details page. This setting is not available with default values. Some suggested values are Approved, Exempt, Denied, Suspended, Expired, or Surrendered.

To Add a New Current Contact Status Value:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click External Company Setup, and then click TPO Settings.
From the TPO Settings dropdown list, select Current Contact Status.
Click the New icon.
In the Add New Setting window, enter the contact status value, and then click OK.

To Edit a Current Contact Status Value:

From the TPO Settings dropdown list, select Current Contact Status.
Select a status and then click the Edit icon.
In the Edit Setting Window, enter the new name of the Contact Status, and then click OK.

To Move a Current Contact Status Value Up or Down In the List:

From the TPO Settings dropdown list, select Current Contact Status.
Select a status and then click the Up or Down arrow to change the position of the value in the Current Contact Status dropdown list.

To Delete a Current Contact Status Value:

From the TPO Settings dropdown list, select Current Contact Status.
Select a status and then click the Delete icon.

Company Rating

Use the Company Rating dropdown list to configure the values in the Company Rating dropdown list located on the Company Information tab in the Company Details window. Ratings are based on your company’s own scale and requirements. A rating of 1 may be considered the top rating or it can be the lowest rating depending on your company’s scale. Ratings of 1 - 5 are provided by default.

You can update these values or replace the list based on how your company tracks company ratings.

To Add a New Company Rating Value:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click External Company Setup, and then click TPO Settings.
From the TPO Settings dropdown list, select Company Rating.
Click the New icon.
In the Add New Setting window, enter the company rating value, and then click OK.

To Edit a Company Rating Value:

From the TPO Settings dropdown list, select Company Rating.
Select a rating and then click the Edit icon.
In the Edit Setting Window, enter the new value of the Company Rating, and then click OK.

To Move a Company Rating Value Up or Down In the List:

From the TPO Settings dropdown list, select Company Rating.
Select a rating and then click the Up or Down arrow to change the position of the value in the Company Rating dropdown list.

To Delete a Company Status Value:

From the TPO Settings dropdown list, select Company Rating.
Select a rating and then click the Delete icon.

Attachment Category

Use the Attachment Category dropdown list to configure the values in the Category dropdown list in the Attachments tab in the Company Details setting to enable users to choose consistent categories for files attached to a TPO company. The following values are available by default:

Application Files
Financial Files
License Files
Other Files

You can update the values listed above as well as add new values to suit your business needs.

To Add a New Attachment Category Value:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click External Company Setup, and then click TPO Settings.
From the TPO Settings dropdown list, select Attachment Category.
Click the New icon.
In the Add New Setting window, enter the category value, and then click OK.

To Edit an Attachment Category Value:

From the TPO Settings dropdown list, select Attachment Category.
Select a category and then click the Edit icon.
In the Edit Setting Window, enter the new value of the Attachment Category, and then click OK.

To Move an Attachment Category Up or Down In the List:

From the TPO Settings dropdown list, select Attachment Category.
Select a category and then click the Up or Down arrow to change the position of the value in the Category dropdown list.

To Delete an Attachment Category Value:

From the TPO Settings dropdown list, select Attachment Category.
Select a category and then click the Delete icon.

Price Group

Document Category

Use the Document Category option to create custom values for document categories that are available in TPO WebCenter.

Out of the box values are not available for this setting. You can add values and then edit and delete them as required.

To Add a Document Category Value:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click External Company Setup, and then click TPO Settings.
From the TPO Settings dropdown list, select Document Category.
Click the New icon.
In the Add New Setting window, enter the document category value, and then click OK.

To Edit a Document Category Value:

From the TPO Settings dropdown list, select Document Category.
Select a document category and then click the Edit icon.
In the Edit Setting window, enter the new name of the document category, and then click OK.

To Move an Existing Document Category Value Up or Down in the List:

From the TPO Settings dropdown list, select Document Category.
Select a category and then click the Up or Down arrow to change the position of the category in the Documents page of your TPO WebCenter website.

To Delete a Document Category Value:

From the TPO Settings dropdown list, select Document Category.
Select a document category and then click the Delete icon.

TPO Settings

See Also