CFS
Transactions
Occasionally, transactions from CFS can stall for a number of reasons. Notifications can be issued via email when this occurs, and transactions can then be attempted to be resumed. This guide will show you how to turn on these notifications and also ...
Password Reset
Passwords for all logins can be reset to the default initial setup password, users can then be provided with this password and will be prompted to change to their own upon login. Changing Passwords When logged into CFS as an ‘Adviser’, click on the ...
Export Layout
This guide shows you how to create a basic export layout saved filter in the Admin Dashboard and export it to Excel. Logging in Log into CFS and click the ‘Burger’ icon in the top left Click on ‘Admin’ In the top right of the ‘Admin Dashboard’ click ...
Removing Cookies from Browser
This is a guide on how to remove cookies related to your CFS scheme in Google Chrome (Recommended Browser) - this is useful if you're having trouble logging into CFS. Click the ‘Padlock’ next to the URL Click on ‘Cookies’ Select CFS URL Click ...
Installing CFS Console
Double click the ‘Setup’ icon located on your desktop When the below dialogue box appears, click ‘Install’ If smart screen dialogue box appears, click ‘More info’ > ‘Run anyway’ When the data dialogue box appears, change the path to where your ...
Cancellations
Once Cancellations have been activated via the Console, it’s now possible (with the correct permissions) to carry out a cancellation online. Cancellation via the Admin Dashboard Login in to CFS Click on the “Hamburger” icon Click on “Admin” Locate ...