Contact List 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.

Most available columns show data from the Contact Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, the each of the contact grid column labels begins with Employees - (Employees - Name, Employees - Description, and so on).

Contents

Field	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, Capture Manager, or CEO).
Type	This column displays the contact type: Customer or Vendor/Partner.
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 customers).
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.
Customer Name	If the contact is a customer, this column displays the customer name.
Customer Status	If the contact is a customer, this column displays the current status of your relationship with the customer: Active, Dormant, or Inactive.
Customer Relationship	If the contact is a customer, this column displays your relationship with the customer (for example, Consultant, Prospective, or Existing).
Customer Type	If the contact is a customer, this column displays the type of customer (for example, Commercial, Government, or Non-Profit).
Vendor/Partner Name	If the contact is a vendor/partner, this column displays the vendor/partner name.
Email	This column displays the contact's email address.
Is Mailing Address	This 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: If the contact is not associated with a customer or vendor/partner, the address is the contact's other address or home address. If the contact is a customer contact, the address is the customer's address. If the contact is a vendor/partner contact, the address is the vendor/partner address.
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.
CustomerAddress Desc	If the contact is a customer, this column displays the description of the customer's address (for example, Company Headquarters, Main Office, or Northeast Office).
Concatenated Customer Address	If the contact is a customer, this column displays the customer's street address, city, state, and zip code. The report shows this information in a single column.
Customer Address 1 - 4	If the contact is a customer, this column displays the customer's address information. Customer Address 1 displays the customer's name. Customer Address 2 - 4 display the customer's address information (street name and number, suite number, postal box number, and so on).
Customer City	If the contact is a customer, this column displays the city from the customer's address.
Customer State	If the contact is a customer, this column displays the two-character abbreviation for the state from the customer's address.
Customer Zip	If the contact is a customer, this column displays the zip code from the customer's address.
Customer Country	If the contact is a customer, this column displays the country from the customer's address.
Customer Phone	If the contact is a customer, this column displays the customer's telephone number.
Customer Fax	If the contact is a customer, this column displays the customer's fax number.
Customer Website	If the contact is a customer, this column displays the customer's Web site address (for example, www.deltek.com).
Vendor/Partner Address Desc	If the contact is a vendor/partner, this column displays the description of the vendor/partner's address (for example, Company Headquarters, Main Office, or Northeast Office).
Concatenated Vendor/Partner Address	If the contact is a vendor/partner, this column displays the vendor/partner's street address, city, state, and zip code. The report shows this information in a single column.
Vendor/Partner Address 1 - 4	If the contact is a vendor/partner, these columns display the vendor/partner's address information (street name and number, suite number, postal box number, and so on).
Vendor/Partner City	If the contact is a vendor/partner, this column displays the city from the vendor/partner's address.
Vendor/Partner State	If the contact is a vendor/partner, this column displays the two-character abbreviation for the state from the vendor/partner's address.
Vendor/Partner Zip	If the contact is a vendor/partner, this column displays the zip code from the vendor/partner's address.
Vendor/Partner Country	If the contact is a vendor/partner, this column displays the country from the vendor/partner's address.
Vendor/Partner Phone	If the contact is a vendor/partner, this column displays the vendor/partner's telephone number.
Vendor/Partner Fax	If the contact is a vendor/partner, this column displays the vendor/partner's fax number.
Vendor/Partner Website	If the contact is a vendor/partner, this column displays the vendor/partner'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 Contact Info Center.
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 Notes field on the General tab of the Contact Info Center.
Customer Memo	If the contact is a customer, this column displays the text entered in the Notes field on the General tab of the Customer Info Center for the customer.
Vendor/PartnerSpecialty Type	If the contact is a vendor/partner, this column displays the vendor/partner's business specialty (for example, Printing, Interior Design, or Security Systems).
Vendor/Partner Specialty Desc	If the contact is a vendor/partner, this column displays the description of the vendor/partners business specialty, or any other information related to the vendor/partner, as specified in the Vendor/Partner Info Center.
Vendor/Partner Memo	If the contact is a vendor/partner, this column displays text entered in the Memo field on the Accounting tab of the Vendor/Partner Info Center.
Custom Currency Code	If a currency code was specified in the Info Center, this column displays that code.
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 - Vendor/Partner	This column displays the name of the vendor/partner associated with the activity.
Activities - Vendor/Partner Contact	This column displays the name of the vendor/partner contact associated with the activity.
Activities - Vendor/Partner Contact Phone	This column displays the vendor/partner contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Contract	This column displays the name of the contract 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 text that describes the activity.
Associations - Name	This column displays the name of a contact who is associated with the current contact.
Associations - Relationship	This column displays a description of the relationship of the current contact to the associated contact (for example, Partner, Friend, or Associate).
Associations - Relationship Description	This column displays additional text describing the relationship of the current contact to the associated contact.
Customer Assoc Name	This column displays the name of a customer that is associated with the current contact.
Customer Assoc Relationship	This column displays a description of the relationship of the current contact to the associated customer.
Customer Assoc Relationship Description	This column displays additional text describing the relationship of the current contact to the associated customer.
Customer Employee Assoc - Employee	This column displays the number of an employee who is associated with the customer.
Customer Employee Assoc - Name	This column displays the name of an employee who is associated with the customer.
Customer Employee Assoc - Relationship	This column displays a description of the relationship of the customer to the associated employee.
Customer Employee Assoc - Relationship Description	This column displays additional text describing the relationship of the customer to the associated employee.
Categories - Category	This column displays an activity category (for example, Corporate Mailing, Holiday Card, Promotional Brochure, or Newsletter).
Categories - Info	This column displays additional text that describes the activity category.
Employees - Number	This column displays the employee's number.
Employees - Name	This column displays the employee's full name.
Employees - Description	This column displays a description of the employee's relationship with the contact.
Employees - Relationship Description	This column displays additional text describing the relationship between the contact and the employee.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link 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 link to go to that address.
Links - Graphic	This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Marketing Campaigns - Name	This column displays the name of the marketing campaign.
Marketing Campaigns - Number	This column displays the marketing campaign identifier.
Opportunities - Name	This column displays the name of the opportunity associated with the contact.
Opportunities - Number	This column displays the opportunity identifier.
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 contact in the opportunity (for example, Architect, Developer, or Owner).
Opportunities - Description	This column displays additional text describing the contact's role in the opportunity.
Contracts - Name	This column displays the name of the contract.
Contracts - Number	This column displays the contract identifier.
Contracts - Role	This column displays the role of the contact in the contract (for example, Architect, Developer, or Owner).
Contracts - Description	This column displays additional text describing the customer's role in the contract.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.