Contact Export
Use the Contact Export report to download contact data to a Microsoft Excel spreadsheet file or other file format.
Contents
Column | Description |
---|---|
Full Name | This column displays the contact's full name: Prefix, First Name, Middle Name, Last Name, Suffix. |
Title | This column displays the contact's title (for example, Director, Project Manager, or CEO). |
Type | This column displays the contact type: Client or Vendor. |
Status | This column displays the contact's current status: Active or Inactive. |
Source | This column displays the source of the contact (for example, specific conferences, trade shows, or the names of referring clients). |
Other Phone | This column displays the contact's business telephone number. |
Other Fax | This column displays the contact's business fax number. |
Prefix | This column displays the contact's salutation (for example, Mr., Mrs., or Dr.). |
First Name | This column displays the contact's first name. |
Middle Name | This column displays the contact's middle name or initial. |
Last Name | This column displays the contact's last name. |
Suffix | This column displays the suffix from the contact's name (for example, Jr., Sr., Esq.). |
Preferred Name | This column displays the name by which the contact prefers to be addressed. |
Client Name | If the contact is a client, this column displays the client name. |
Client Status | If the contact is a client, this column displays the current status of your relationship with the client: Active, Dormant, or Inactive. |
Client Relationship | If the contact is a client, this column displays your relationship with the client (for example, Consultant, Prospective, or Existing). |
Vendor Name | If the contact is a vendor, this column displays the vendor name. |
This column displays the contact's email address. | |
Is Mailing Address | This Yes/No column indicates if the address is the
contact's mailing address.
If the column contains Y (Yes), the address is the contact's other address or home address. If the column contains N (No), the address is one of the following:
|
Mail Address 1 - 4 | This column displays the contact's address (street name and number, suite number, P.O. Box number). |
Mail City | This column displays the city from the contact's address. |
Mail State | This column displays the state from the contact's address. |
Mail ZIP | This column displays the ZIP code from the contact's address. |
Mail Country | This column displays the country from the contact's address. |
Concatenated Address | This column displays the contact's other or home street address, city, state, and ZIP code. The report shows this information in a single column. |
Other Address 1 - 4 | This column displays the contacts' other or home address (street name and number, suite number, P.O. box number, and so on). |
Other City | This column displays the city from the contact's other address or home address. |
Other State | This column displays the two-character abbreviation for the state from the contact's other address or home address. |
Other Zip | This column displays the ZIP code from the contact's other address or home address. |
Other Country | This column displays the country from the contact's other address or home address. |
Pager | This column displays the contact's pager number. |
Cell Phone | This column displays the contact's cellular phone number. |
Home Phone | This column displays the contact's home telephone number. |
Client Address Desc | If the contact is a client, this column displays the description of the client's address (for example, Company Headquarters, Main Office, or Northeast Office). |
Concatenated Client Address | If the contact is a client, this column displays the client's street address, city, state, and ZIP code. The report shows this information in a single column. |
Client Address 1 - 4 | If the
contact is a
client, this column displays the
client's address information.
Client Address 1displays the client's name. Client Address 2, Client Address 3, and Client Address 4 display the client's address information (street name and number, suite number, postal box number, and so on). |
Client City | If the contact is a client, this column displays the city from the client's address. |
Client State | If the contact is a client, this column displays the two-character abbreviation for the state from the client's address. |
Client Zip | If the contact is a client, this column displays the ZIP code from the client's address. |
Client Country | If the contact is a client, this column displays the country from the client's address. |
Client Phone | If the contact is a client, this column displays the client's telephone number. |
Client Fax | If the contact is a client, this column displays the client's fax number. |
Client Website | If the contact is a client, this column displays the client's Web site address (for example, www.deltek.com). |
Vendor Address Desc | If the contact is a vendor, this column displays the description of the vendor's address (for example, Company Headquarters, Main Office, or Northeast Office). |
Concatenated Vendor Address | If the contact is a vendor, this column displays the vendor's street address, city, state, and ZIP code. The report shows this information in a single column. |
Vendor Address 1 - 4 | If the contact is a vendor, these columns display the vendor's address information (street name and number, suite number, postal box number, and so on). |
Vendor City | If the contact is a vendor, this column displays the city from the vendor's address. |
Vendor State | If the contact is a vendor, this column displays the two-character abbreviation for the state from the vendor's address. |
Vendor Zip | If the contact is a vendor, this column displays the ZIP code from the vendor's address. |
Vendor Country | If the contact is a vendor, this column displays the country from the vendor's address. |
Vendor Phone | If the contact is a vendor, this column displays the vendor's telephone number. |
Vendor Fax | If the contact is a vendor, this column displays the vendor's fax number. |
Vendor Website | If the contact is a vendor, this column displays the vendor's Web site address (for example, www.deltek.com). |
Create User | This column displays the user ID of the person who created the contact record in the Contacts hub. |
Create Date | This column displays the date on which the contact record was created. |
Modify User | This column displays the user ID of the person who most recently modified the contact record. |
Modify Date | This column displays the date on which the contact record was most recently modified. |
Contact Notes | This column displays the text entered in the Contacts hub. |
Customer Memo | If the contact is a client, this column displays the text entered in the Notes field in the Contacts hub. |
Vendor Specialty Desc | If the contact is a vendor, this column displays the description of the vendor's business specialty, or any other information related to the vendor, as specified on the vendor record. |
Vendor Memo | If the contact is a vendor, this column displays text entered in the Memo field on the Vendor tab of the Firms hub. |
Firm Description | This column displays the description of the employee's association with the firm. |
Firm Address 1-4 | This column displays the firm's address information. Firm Address 1 displays the firm's name. The other address fields display the firm's address information (street name and number, suite number, postal box number, and so on). |
Firm City | This column displays the city from the firm's address. |
Firm State/Province | This column displays the two-character abbreviation for the state from the firm's address. |
Firm Zip/Postcode | This column displays the ZIP code from the firm's address. |
Firm Country | This column displays the country from the firm's address |
Concatenated Firm Address | This column displays the firm's street address, city, state, and ZIP code. The report shows this information in a single column. |
Firm Business Phone | This column displays the firm's telephone number. |
Firm Business Fax | This column displays the firm's fax number. |
Firm Pager | This column displays the firm's pager number. |