Field | Description |
Activities - Client
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This column displays the name of the client associated with the activity.
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Activities - Client Contact
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This column displays the name of the client's contact associated with the activity.
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Activities - Client Contact Bus. Phone
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This column displays the business telephone number of the client.
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Activities - Completed
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This column indicates whether an activity is Pending or Completed.
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Activities - Location
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This column displays the location where the activity occurred or will occur.
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Activities - Marketing Campaign
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This column displays the marketing campaign associated with the activity.
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Activities - Notes
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This column displays the notes from the activity.
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Activities - Owner
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This column displays the name of the employee who is responsible for the activity.
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Activities - Priority
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This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
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Activities - Project
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This column displays the name of the project associated with the activity.
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Activities - Start Date
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This column displays the date and time that the activity is scheduled to begin.
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Activities - Subject
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This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
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Activities - Type
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This column displays the activity type (for example, Phone Call, Meeting, or Email).
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Activities - Vendor
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This column displays the name of the vendor associated with the activity.
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Activities - Vendor Contact
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This column displays the name of the vendor's contact associated with the activity.
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Activities - Vendor Contact Bus. Phone
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This column displays the vendor's business telephone number.
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Boilerplate Selection
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This column displays the selected boilerplate record.
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Name
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This grid column displays the column name.
The column name is not the column heading for the report.
Heading (described below) displays the default column heading.
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Number
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This column displays the numeric identifier for the record.
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Row Count
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This column displays the total number of detail lines for each group, based on the sorting and grouping selections. If the report groups data at more than one level, this column displays row counts for all grouping levels.
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