Customer Employee Assignment and Activity Status Columns

The report columns contains the following standard set of columns.

Contents

Field	Description
Customer Name	This column displays the name of the customer.
Customer Number	This column displays the customer identifier.
Market	This column displays the market (type) of customer (for example, Commercial, Government, or Non-Profit).
Assigned Employee	This column displays the employee that is assigned to the customer with the selected relationship. The employee name is highlighted with the color that you selected on the General tab. The highlight will not work if this column is not selected.
Last Activity Date	This column displays the date when the last activity was conducted. If there are no activity records for the activity types that were selected on the Included Activities grid on the General tab for this customer, then this column is highlighted with the color that was selected on the Greater than or Equal to option on the General tab.
Status	This column displays the status of your relationship with the customer: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the customer (for example, Consultant, Prospective, or Existing).
Next Scheduled Activity	This column displays the date and owner of the next scheduled activity based on the selected activity types on the Included Activities grid on the General tab.
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.
Is Customer	This column contains Y or N (Yes or No) to indicate whether or not the customer record is classified as a customer in terms of contracts or opportunities. GovWin Capture Management classifies the customer as Customer, Vendor/Partner, Both, or Neither based on the settings on the Contract tab of the Customer Info Center and the Opportunities tab of the Customer Info Center.
Is Vendor/Partner	This column contains Y or N (Yes or No) to indicate whether or not the customer record is classified as a vendor/partner in terms of contracts or opportunities. GovWin Capture Management classifies the customer as Customer, Vendor/Partner, Both, or Neither based on the settings on the Contract tab of the Customer Info Center and the Opportunities tab of the Customer Info Center.
Competitor	This column contains Y or N (Yes or No) to indicate whether or not the customer is a competitor.
Government Agency	This column contains Y or N (Yes or No) to indicate whether or not the customer is a government agency.
Linked Vendor/Partner	This column displays the name of the vendor/partner linked to the customer, if such a link exists. This column is blank if Is Vendor/Partner contains N. If you preview the report, the vendor/partner names in this column are links. Click the link to display the vendor/partner record in a separate window.
Website	This column displays the customer's Web site address (for example, http://www.deltek.com).
Customer Create User	This column displays the user ID of the person who created the customer record in the Customer Info Center.
Customer Create Date	This column displays the date on which the customer record was created.
Customer Modify User	This column displays the user ID of the person who most recently modified the customer record.
Customer Modify Date	This column displays the date on which the customer record was most recently modified.
Concatenated Primary Address	This column displays the customer'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 customer's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1- 4	Primary Address 1 displays the customer's name. Primary Address 2, Primary Address 3, and Primary Address 4 display the customer's primary address information (street name and number, suite number, postal box number, and so on).
Primary City	This column displays the city from the customer's primary address.
Primary State	This column displays the two-character abbreviation for the state from the customer's primary address.
Primary Zip	This column displays the zip code from the customer's primary address.
Primary Country	This column displays the country from the customer's primary address.
Primary Phone	This column displays the phone number at the customer's primary address.
Primary Fax	This column displays the fax number at the customer's primary address.
Primary Tax Reg. #	This column displays the tax registration number for the customer's primary address.
Primary Tax Country Code	This column displays the tax country code for the customer's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the customer record.
Primary Address Create Date	This column displays the date on which the primary address was created in the customer 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 customer'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 customer's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1-4	Billing Address 1 displays the customer's name. Billing Address 2, Billing Address 3, and Billing Address 4 display the customer'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 customer's billing address.
Billing State	This column displays the two-character abbreviation for the state from the customer's billing address.
Billing Zip	This column displays the zip code from the customer's billing address.
Billing Country	This column displays the country from the customer's billing address.
Billing Phone	This column displays the phone number at the customer's billing address.
Billing Fax	This column displays the fax number at the customer's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the customer's billing address.
Billing Tax Country Code	This column displays the tax country code for the customer's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the customer record.
Billing Address Create Date	This column displays the date on which the billing address was created in the customer 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 Customer Info Center.
Promo. Contract Total Contract Cost	This column displays the contract's total cost for a promotional contract.
Promo. Contract Firm Cost	This column displays the firm's total cost for a promotional contract.
Opportunity Est. Revenue	This column displays the estimated revenue that you expect to earn from the opportunity.
Opportunity Probability	This column displays the probability that the opportunity will become a contract. 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 customer is a disadvantaged business.
Small Business	This column contains a Y or N (yes or no) to indicate whether or not the customer is a small business.
Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the customer 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 customer 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 customer is a minority business.
Woman Owned	This column contains a Y or N (yes or no) to indicate whether or not the customer 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 customer 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 customer is an Alaskan Native.
HUB Zone	This column contains Y or N (Yes or No) to indicate whether or not the vendor/partner 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 vendor/partner is part of the 8 (a) business development program for small and disadvantaged businesses.
Specialty	If the customer is classified as a vendor/partner, this column contains the vendor/partner 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 customer is classified as a vendor/partner 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 customer is classified as a vendor/partner, has done work for your firm in the past, and is recommended for future work.
Specialty Description	If the customer is classified as a vendor/partner, this column contains additional information about that firm's specialty.
Activity - Completed	The activity can be Pending or Completed.
Activity -Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activity - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activity - Primary Contact	This column displays the name of the primary contact associated with the activity.
Activity - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activity - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activity - Owner	This column displays the name of the employee who is responsible for the activity.
Activity - Customer	This column displays the name of the customer contact associated with the activity.
Activity - Contact Bus. Phone	This column displays the customer contact's work telephone number.
Activity - Vendor/Partner	This column displays the name of the vendor/partner associated with the activity.
Activity - Vendor/Partner Contact	This column displays the name of the vendor/partner contact associated with the activity.
Activity - Vendor/Partner Contact Phone	This column displays the vendor/partner contact's work telephone number.
Activity - Opportunity	This column displays the name of the opportunity associated with the activity.
Activity - Contract	This column displays the name of the contract associated with the activity.
Activity - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activity - Lead	This column displays the lead associated with the activity.
Activity - Location	This column displays the location where the activity occurred or will occur.
Activity - Notes	This column displays additional text that describes the activity.
Annual Revenue	This column displays the annual revenue of the vendor/partner.
Employee Count	This column displays the number of employees of the vendor/partner.