Client Summary Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

This report can contain two types of sections:

• Default sections — You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
• User-defined sections — If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Client List. Refer to the help topics for the Client List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Contents

The descriptions below are for columns in the default sections. For descriptions of the columns that you can select on the Columns tab for user-defined columns, see Client List Columns tab.

Field	Description
Client Name	This column displays the name of the client.
Client Number	This column displays the client identifier.
Is Client	This column contains Y or N (Yes or No) to indicate whether or not the client record is classified as a client in terms of projects or opportunities. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center.
Is Vendor	This column contains Y or N (Yes or No) to indicate whether or not the client record is classified as a vendor in terms of projects or opportunities. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center.
Linked Vendor	This column displays the name of the vendor linked to the client, if such a link exists. This column is blank if Is Vendor contains N. If you preview the report, the vendor names in this column are links. Click the link to display the vendor record in a separate window.
Market	This column displays the market (type) of client (for example, Commercial, Government, or Non-Profit).
Status	This column displays the status of your relationship with the client: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the client (for example, Consultant, Prospective, or Existing).
Web Site	This column displays the client's Web site address (for example, www.deltek.com).
Client Create User	This column displays the user ID of the person who created the client record in the Client Info Center.
Client Create Date	This column displays the date on which the client record was created.
Client Modify User	This column displays the user ID of the person who most recently modified the client record.
Client Modify Date	This column displays the date on which the client record was most recently modified.
Concatenated Primary Address	This column displays the client's primary street address, city, state, and zip code. The report shows this information in a single column.
Primary Address Description	This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1- 4	Primary Address 1 displays the client's name. Primary Address 2, Primary Address 3, and Primary Address 4 display the client's primary address information (street name and number, suite number, postal box number, and so on).
Primary Address City	This column displays the city from the client's primary address.
Primary Address State	This column displays the two-character abbreviation for the state from the client's primary address.
Primary Address Zip	This column displays the zip code from the client's primary address.
Primary Address Country	This column displays the country from the client's primary address.
Primary Address Phone	This column displays the phone number at the client's primary address.
Primary Address Fax	This column displays the fax number at the client's primary address.
Primary Address Tax Reg. #	This column displays the tax registration number for the client's primary address.
Primary Address Tax Country Code	This column displays the tax country code for the client's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the client record.
Primary Address Create Date	This column displays the date on which the primary address was created in the client record.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Concatenated Billing Address	This column displays the client's billing street address, city, state, and zip code. The report shows this information in a single column.
Billing Address Description	This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1-4	Billing Address 1 displays the client's name. Billing Address 2, Billing Address 3, and Billing Address 4 display the client's billing address information (street name and number, suite number, postal box number, and so on).
Billing City	This column displays the city from the client's billing address.
Billing State	This column displays the two-character abbreviation for the state from the client's billing address.
Billing Zip	This column displays the zip code from the client's billing address.
Billing Country	This column displays the country from the client's billing address.
Billing Phone	This column displays the phone number at the client's billing address.
Billing Fax	This column displays the fax number at the client's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the client's billing address.
Billing Tax Country Code	This column displays the tax country code for the client's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the client record.
Billing Address Create Date	This column displays the date on which the billing address was created in the client record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Memo	This column displays the text entered in the Notes field on the General tab of the Client Info Center.
Promo. Project Total Project Cost	This column displays the project's total cost for a promotional project.
Promo. Project Firm Cost	This column displays the firm's total cost for a promotional project.
Opportunity Est. Revenue	This column displays the estimated revenue you expect to earn from the opportunity.
Opportunity Probability	This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains 80.
Opportunity Weighted Revenue	This column displays the weighted revenue for the opportunity: estimated revenue x Probability.
Opportunity Days Open	This column displays the number of days the opportunity has been open.
Disadvantaged Business	This column contains a Y or N (yes or no) to indicate whether or not the client is a disadvantaged business.
Small Business	This column contains a Y or N (yes or no) to indicate whether or not the client is a small business.
Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a small business that is owned by a veteran.
Service Disabled Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a small business that is owned by a disabled veteran.
Minority Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a minority business.
Woman Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a business owned by a woman.
HBCU or Minority Institution	This column contains a Y or N (yes or no) to indicate whether or not the client is an historically black college or university (HBCU).
Alaska Native	This column contains a Y or N (yes or no) to indicate whether or not the client is an Alaskan Native.
Specialty	If the client is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Prior Work	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor and has done work for your firm in the past.
Recommend	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor, has done work for your firm in the past, and is recommended for future work.
Specialty Description	If the client is classified as a vendor, this column contains additional information about that firm's specialty.
HUB Zone	This column contains Y or N (Yes or No) to indicate whether or not the client is part of the HUB Zone program for small businesses.
8 (a)	This column contains Y or N (Yes or No) to indicate whether or not the client is part of the 8 (a) business development program for small and disadvantaged businesses.
Competitor	This column contains Y or N (Yes or No) to indicate whether or not the client is a competitor.
Government Agency	This column contains Y or N (Yes or No) to indicate whether or not the client is a government agency.
Annual Revenue	This column displays the annual revenue of the client.
Employee Count	This column displays the number of employees of the client.
Contacts - Name	This column displays the full name of the contact (Salutation, First Name, Middle Name, Last Name, Suffix).
Contacts - Title	This column displays the contact's title (for example, Vice President or Principal).
Contacts - Phone	This column displays the contact's business phone number.
Contacts - Fax	This column displays the contact's fax number.
Contacts - Mobile	This column displays the contact's mobile (cellular) phone number.
Contacts - Home	This column displays the contact's home phone number.
Contacts - Pager	This column displays the contact's pager number.
Contacts - Email	This column displays the contact's email address.
Activities - Completed	The activity can be Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Client Contact	This column displays the client contact associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
Activities - Client Contact Bus. Phone	This column displays the client contact's work telephone number.
Activities - Vendor	This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact	This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone	This column displays the vendor contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Lead	This column displays the lead associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays additional information about the activity.
Opportunities - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a client for opportunities. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Opportunities tab of the Client Info Center.
Opportunities - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor for opportunities. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Opportunities tab of the Client Info Center.
Opportunities - Number	This column displays the opportunity identifier.
Opportunities - Name	This column displays the name of the opportunity.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Opportunities - Role	This column displays the role of the client in the opportunity (for example, Architect, Developer, or Owner).
Opportunities - Role Description	This column displays additional text describing the client's role in the opportunity.
Opportunities - Weighted Revenue	This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
Projects - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a client for projects. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center.
Projects - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor for projects. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center.
Projects - Number	This column displays the project identifier.
Projects - Name	This column displays the name of the project.
Projects - Role	This column displays the role of the client in the project (for example, Architect, Developer, or Owner).
Projects - Role Description	This column displays additional text describing the client's role in the project.
Projects - Project Status	This column displays the status of the project.
Associations - Name	This column displays the name of a client that is associated with the current client.
Associations - Description	This column displays a description of the relationship of the current client to the associated client (for example, Subsidiary, Parent Company, or Affiliate).
Associations - Relationship Description	This column displays additional text describing the relationship of the current client to the associated client.
Employees - Employee	This column displays the employee's number.
Employees - Name	This column displays the employee's full name.
Employees - Relationship	This column displays the employee's relationship to the client (for example, Client Manager, Contact Manager, or Friend).
Employees - Relationship Description	This column displays additional text describing the relationship between the client and the employee.
Files - Description	This column displays a brief description of the file or Web address (URL).
Files - File Path	This column contains one of the following: The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
Files - Graphic	This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Client Alias - Alias	This column displays a client alias. An alias is an alternate name for a client. It can be an abbreviated version of the client's legal name, an alternate spelling of the client's legal name, or an entirely different name.