Columns for the Contact Summary Report

Select additional columns of information for each section on the summary report. Columns vary depending on which section you selected via the What to Include in Section option.

Contact Information

Select this section to display the following Contact Information columns on the report.

Field	Description
Full Name	This column displays the record's full name: Prefix, First Name, Middle Name, Last Name, Suffix.
Prefix	This column displays the prefix or salutation used with the individual's name (for example, Mr., Mrs., or Ms.).
First Name	This column displays the record's first name.
Middle Name	This column displays the record's middle name or initial.
Last Name	This column displays the record's last name.
Suffix	This column displays the suffix used with the individual's name (for example, Jr., Sr., or Esq.)
Preferred Name	This column displays the name by which the individual prefers to be addressed.
Title	This column displays the person's job title or job function.
Email	This column displays the record's email address.
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 or trade shows).
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.
Mailing Address 1-4	This column displays the record's address (street name and number, suite number, P.O. Box number).
Mail City	This column displays the city from the record's address.
Mail State	This column displays the state from the record's address.
Mail Zip	This column displays the ZIP code from the record's address.
Mailing Country	This column displays the country from the record's address.
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).
Pager	This column displays the individual's pager 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.
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 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.
Other Country	This column displays the country from the record's other address or home address.
Other Phone	This column displays the record's business telephone number.
Other Fax	This column displays the record's business fax number.
Cell Phone	This column displays the record's cellular phone number.
Home Phone	This column displays the record's home telephone number.
Firm Address Desc	This column displays a description of the firm address.
Firm Address	For firms that use more than one address, this column displays an address description to indicate which address is associated with the project. For example, this column might display one of the following: <Default>: Default address from the Firms hub Corporate HQ: Address of the firm's headquarters London: Address for the firm's office in London, UK
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.
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 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 Name	This column displays the name of the firm.
Firm Market	This column displays the type of firm, such as Commercial, Government, or Non-Profit).
Firm Relationship	This column displays your relationship with the firm, such as Consultant, Prospective, or Existing).
Firm Status	This column displays the current status of your relationship with the firm: Active, Dormant, or Inactive.
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 Phone	This column displays the firm's telephone number.
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 Website	This column displays the firm's web site address.
Create User	This column displays the Vantagepoint user ID of the employee who created the record.
Modify User	This column displays the user ID of the person who most recently modified the record.
Modify Date	This column displays the date on which the record was most recently modified.
Contact Notes	This column displays the text entered in the Contacts hub.
Firm Specialty	This column displays the description of the firm's business specialty, or any other information related to the firm, as specified in the Firms hub.
Firm UDL Specialty Type	This column displays the firm's business specialty (for example, Printing, Interior Design, or Security Systems).
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Owner	This column displays the person responsible for the record.
Status Reason	If a contact is associated with a marketing campaign, this column displays the reason for disqualifying a contact. You specify status reasons on the Contact Status Reason Settings dialog box in Settings > Labels and Lists > Lists.
Project Description	This column displays a brief description of the project.
Market	This column displays the type of firm associated with the contact.
Website	This column displays the record's web site address.
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.
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.

Activities

Select this section to display the following activity columns on the report.

Field	Description
Activities - Completed	This column indicates whether an activity is Pending or Completed.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Notes	This column displays the notes from the activity.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).

Associations

Select this section to display the following association columns on the report.

Field	Description
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 (for example, Partner, Friend, or Associate).

Categories

Select this section to display the following Categories columns on the report.

Field	Description
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

Select this section to display the following employee columns on the report.

Field	Description
Employees - Description	This column displays a description of the employee's relationship with the contact.
Employees - Name	This column displays the name of the employee associated with the project.
Employees - Number	This column displays the employee's number.
Employees - Relationship Description	This column displays additional text describing the relationship between the contact and the employee.

Firm Association

Select this section to display the following firm association columns on the report.

Field	Description
Firm Assoc - Name	This column displays the name of a firm that is associated with the current contact.
Firm Assoc - Relationship	This column displays a description of the relationship of the current contact to the associated firm.
Firm Assoc - Relationship Description	This column displays additional text describing the relationship of the current contact to the associated firm.

Firm Employee Association

Select this section to display the following firm-employee association columns on the report.

Field	Description
Firm Employee Association - Employee	This column displays the number of an employee who is associated with the firm.
Firm Employee Association - Name	This column displays the name of an employee who is associated with the firm.
Firm Employee Association - Relationship	This column displays a description of the relationship of the firm to the associated employee.
Firm Employee Association - Relationship Description	This column displays additional text describing the relationship of the firm to the associated employee.

Links

Select this section to display the following link columns on the report.

Field	Description
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Links - Path	This column displays one of the following: The complete link path for an external file. Click the link path to open the file link from the external location where it is stored. The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email.

Projects

Select this section to display the following project columns on the report.

Field	Description
Projects - Description	This column displays additional text describing the projects.
Projects - Name	This column displays the name of the project.
Projects - Number	This column displays the identifier of the project associated with the record.
Projects - Role	This column displays the role of the individual on the project (for example, Transportation Engineer or Geologist).
Project - Stage	This column displays the stage of the project that is associated with the record.