CRM Vendor 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.
Because this is a customer relationship management (CRM) report, you can include both default sections and user-defined sections. You cannot select columns for default sections but you do select the columns for user-defined sections:
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Default sections: The report can include one or more default sections. Use the options in
Sections to Include on the General tab to select the default sections. You cannot change the columns included in each default section.
For descriptions of the columns in the default sections, see the table in this topic.
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User-defined sections: To set up one or more user-defined sections, click the User Defined Sections tab. Use the Columns tab to assign columns to each user-defined section. You can select any column on this tab, whether or not that column is also included in a default section. User-defined sections can appear in addition to, or in place of, the default sections for the report.
See the help topic for the Columns tab of the Vendor List for descriptions of the columns available for user-defined sections.
Contents
Field | Description |
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Vendor Number | This column displays the vendor number. |
Vendor Name | This column displays the name of the vendor. |
Address | This column displays the vendor's primary address. |
Phone | This column displays the phone number for the vendor's primary address. |
Fax | This column displays the fax number for the vendor's primary address. |
This column displays the email address for the vendor's primary address. | |
Website | This column displays the vendor's Web site address (for example, www.deltek.com). |
Specialty Description | This column displays a description of the vendor's business specialty. |
Veteran Owned | This Yes/No column indicates whether or not the vendor is a small business owned by a veteran of the armed services. |
Service Disabled Veteran Owned | This Yes/No column indicates whether or not the vendor is a small business owned by a disabled veteran of the armed services. |
Minority Owned | This Yes/No column indicates whether or not the vendor is a minority-owned business. |
Woman Owned | This Yes/No column indicates whether or not the vendor is a woman-owned business. |
HBCU or Minority Institution | This Yes/No column indicates whether or not the vendor is an historically black college or university (HBCU). |
Alaska Native | This Yes/No column indicates whether or not the vendor is an Alaska native. |
HUB Zone | This Yes/No column indicates whether or not the vendor is part of the HUB Zone program for small businesses. |
8 (a) | This Yes/No column indicates whether or not the vendor is part of the 8 (a) business development program for small and disadvantaged businesses. |
Specialty | This column displays the vendor's business specialty (for example, Printing, Interior Design, or Security Systems). |
Status | This column displays the vendor's status with your firm (for example, Active, Inactive, or Dormant). |
Organization | This column displays the organization for which this vendor provides goods or services. If your enterprise is not using organizations, this column is not available. |
Prior Work? | This Yes/No column indicates whether or not the vendor has completed work for your firm in the past. |
Recommended? | This Yes/No column indicates whether or not the vendor is recommended for future work with your firm. |
Addresses - Description | This column displays the description of the address (for example, Boston Branch Office). |
Addresses - Address | This column displays the complete address: street (street name and number, suite number, P.O. Box number, and so on), city, two-character state abbreviation, ZIP code, and country. |
Addresses - Phone | This column displays the phone number for the address. |
Addresses - Fax | This column displays the fax number for the address. |
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 - E-mail | This column displays the contact's email address. |
Contacts - Home Phone | This column displays the contact's home phone number. |
Contacts - Pager | This column displays the contact's pager number. |
Projects - Number | This column displays the project number. |
Projects - Name | This column displays the name of the project. |
Projects - Role | This column displays the vendor's role on the project. |
Files - Name | This column displays the name of the external file linked to the vendor. |
Files - Location | This column contains one of the following:
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Files - Creation Date | This column displays the date on which the file link was created. |
Files - Last Edit Date | This column displays the date on which the file link was last modified. |
Annual Revenue | This column displays the annual revenue of the vendor. |
Employee Count | This column displays the number of employees of the vendor. |
Market | This column displays the general market in which the vendor participates. |
Parent Topic: CRM Vendor Summary