Client Export

Use the Client Export report to download client (firm) data to a Microsoft Excel spreadsheet file or other file format.

Contents

Column Description
Client Number This column displays the client identifier.
Client Name This column displays the name of the client.
Type This column displays the 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).
Website This column displays the client's Web site address.
Client Create User This column displays the user ID of the person who created the client record.
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.
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.
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 clients 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 text entered as notes about the client.