Columns for Contact Export Report

You can select the columns to display on your report.

Contents

Field Description
Birth Date This column display's the contact's birth date.
Cell Phone This column displays the record's cellular phone number.
Concatenated Address This column displays the individual's street address, city, state, and ZIP code. The report shows this information in a single column.
Concatenated Firm Address This column displays the firm's street address, city, state, and ZIP code. If the address is too long for the width of the column, it continues on additional lines within the column.
Contact Image This field displays [image] or [text] for both the original value and new value to indicate there was a modification.
Contact Notes This column displays the text entered in the Contacts hub.
Create Date This column displays the date on which the record was created.
Create User This column displays the Vantagepoint user ID of the employee who created the record.
Email This column displays the record's email address.
Firm Address Desc This column displays a description of the firm address.
Firm Address 1-4 Firm Address 1 displays the firm's name. The other address columns display the firm's billing address information (street name and number, suite number, postal box number, and so on).
Firm Business Fax This column displays the fax number for the firm.
Firm Business Phone This column displays the firm's business telephone number.
Firm City This column displays the city from the firm's address.
Firm Country This column displays the country from the firm's address.
Firm Description This column displays a description of the firm.
Firm Fax If the contact is a firm, this column displays the firm's fax number.
Firm Memo This column displays the text entered in the Notes field in the Firms hub.
Firm Fax If the contact is a firm, this column displays the firm's fax number.
Firm Pager This column displays the firm's pager number.
Firm Phone This column displays the firm's telephone number.
Firm Relationship This column displays your relationship with the firm, such as Consultant, Prospective, or Existing).
Firm State This column displays the two-character abbreviation for the state from the firm's address.
Firm Status This column displays the current status of your relationship with the firm: Active, Dormant, or Inactive.
Firm Website This column displays the firm's web site address.
Firm Zip This column displays the ZIP code from the firm's address.
First Name This column displays the record's first name.
Full Name This column displays the record's full name: Prefix, First Name, Middle Name, Last Name, Suffix.
Home Phone This column displays the record's home telephone number.
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 firm, the address is the contact's other address or home address.
  • If the contact is a firm contact, the address is the firm's address.
Last Name This column displays the record's last name.
Mailing Address 1-4 This column displays the record's address (street name and number, suite number, P.O. Box number).
Mailing City This column displays the city from the record's address.
Mailing Country This column displays the country from the record's address.
Mailing State This column displays the state from the record's address.
Mailing Zip This column displays the ZIP code from the record's address.
Market This column displays the type of firm associated with the contact.
Middle Name This column displays the record's middle name or initial.
Modify User This column displays the user ID of the person who most recently modified the record.
Other Address 1-4 This column displays the record's 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 record's other address or home address.
Other Country This column displays the country from the record's other address or home address.
Other State This column displays the two-character abbreviation for the state from the record's other address or home address.
Other Zip This column displays the ZIP code from the record's other address or home address.
Owner This column displays the person responsible for the record.
Pager This column displays the individual's pager number.
Preferred Name This column displays the name by which the individual prefers to be addressed.
Prefix This column displays the prefix or salutation used with the individual's name (for example, Mr., Mrs., or Ms.).
Professional Suffix This column displays the professional suffix used with the individual's name. That suffix indicates educational degrees or professional licenses or accreditation. It can be a single item (for example, PhD) or a combination of two or more (for example, CPA, CMA, MBA).
Qualified Status This column displays the qualification status of the contact (lead). This column only displays when Enable Lead Qualification is set to Yes in Settings > CRM.
Rating If a contact is associated with a marketing campaign, this column displays the rating of the contact (such as Hot, Warm, or Cold). You specify rating values on the Contact Rating Settings dialog box in Settings > Labels and Lists > Lists.
Source This column displays the source of the contact (for example, specific conferences or trade shows).
Source This column displays the source of the contact (for example, specific conferences or trade shows).
Status Date This column displays the date on which the contact was qualified or disqualified. If you are creating a new contact , this field displays the current date and will update automatically on the date the contact is qualified. Use this information to track the number of leads or contacts that were qualified or disqualified during a specific time frame. This column only displays when Enable Lead Qualification is set to Yes in Settings > CRM.
Suffix This column displays the suffix used with the individual's name (for example, Jr., Sr., or Esq.)
Title This column displays the person's job title or job function.
Type This column displays the type of the record.
Vendor Memo This column displays the notes entered for the vendor.
Vendor Name This column displays the name of the vendor associated with expenses.
Vendor Speciality Description This column displays the description of the vendor's business specialty, or any other information related to the vendor.
Website This column displays the record's web site address.