The descriptions below are for columns in the default sections. For descriptions of the columns that you can select on the Columns tab for user-defined columns, see
Client List Columns tab.
| Field | Description |
|---|
|
Client Name
|
This column displays the name of the
client.
|
|
Client Number
|
This column displays the
client identifier.
|
| Address 1, 2, 3, 4
|
Address 1 displays the
client's name.
Address 2,
Address 3, and
Address 4 display the primary address information (street name and number, suite number, postal box number, and so on).
|
| City, State, Zip
|
This column displays the city name, two-character state abbreviation, and zip code from the
client's primary address.
|
| Country
|
This column displays the country from the
client's primary address.
|
| Market
|
This column displays the market (type) of
client (for example, Commercial, Government, or Non-Profit).
|
| Status
|
This column displays the status of your relationship with the
client: Active, Dormant, or Inactive.
|
| Phone
|
This column displays the
client's phone number.
|
| Fax
|
This column displays the
client's fax number.
|
| Web Site
|
This column displays the
client's Web site address (for example, www.deltek.com).
|
| Parent
|
This column displays the name of the
client that is the parent of the
client identified in
Client Name and
Client Number.
|
| Notes
|
This column displays additional information about the
client.
|
| Description
|
This column displays the description of the
client address (for example, Company Headquarters, Main Office, or Northeast Office).
|
| Address 1 Address 2 Address 3 Address 4
|
Address 1 displays the
client's name.
Address 2,
Address 3, and
Address 4 display the address information (street name and number, suite number, postal box number, and so on).
|
| City, State, Zip
|
This column displays the city name, two-character state abbreviation, and zip code from the
client address.
|
| Country
|
This column displays the country from the
client address.
|
| Primary
|
This column contains
Y or
N (Yes or No) to indicate whether or not the address is the
client's primary address.
|
| Billing
|
This column contains
Y or
N (Yes or No) to indicate whether or not the address is the client's billing address.
|
| Phone
|
This column displays the phone number for the address.
|
| 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 - Home
|
This column displays the contact's home phone number.
|
| Contacts - Pager
|
This column displays the contact's pager number.
|
| Contacts - Email
|
This column displays the contact's email address.
|
| Activities - Type
|
This column displays the activity type (for example, Phone Call, Meeting, or Email).
|
| Activities - Subject
|
This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
|
| Activities - Date
|
This column displays the date and time that the activity is scheduled to begin.
|
| Activities - Contact
|
This column displays the contact associated with the activity. The contact can be a participant in the activity, or the activity can be a task your
firm undertakes for the contact.
|
| Activities - Notes
|
This column displays additional information about the activity.
|
|
Projects - Number
|
This column displays the
project identifier.
|
|
Projects - Name
|
This column displays the name of the
project.
|
|
Projects - Role
|
This column displays the role of the
client in the
project (for example, Architect, Developer, or Owner).
|
| Opportunities - Number
|
This column displays the opportunity identifier.
|
| Opportunities - Name
|
This column displays the name of the opportunity.
|
| Opportunities - Stage
|
This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
|
| Opportunities - Weighted Revenue
|
This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
|
| Associations - Name (Client)
|
This column displays the name of a
client that is associated with the current
client.
|
| Associations - Relationship (Client)
|
This column displays a description of the relationship of the current
client to the associated
client (for example, Subsidiary, Parent Company, or Affiliate).
|
| Associations - Description (Client)
|
This column displays additional text describing the relationship of the current
client to the associated
client.
|
| Associations - Name (Employee)
|
This column displays the full name of an employee associated with the
client.
|
| Associations - Relationship (Employee)
|
This column displays the employee's relationship to the
client (for example,
Client Manager, Contact Manager, or Friend).
|
| Associations - Description (Employee)
|
This column displays additional text describing the relationship between the
client and the employee.
|
| HUB Zone
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
client 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
client is part of the 8 (a) business development program for small and disadvantaged businesses.
|
| Competitor
|
This column contains
Y or
N (Yes or No) to indicate whether or not the client is a competitor.
|
| Government Agency
|
This column contains
Y or
N (Yes or No) to indicate whether or not the client is a government agency.
|
| Annual Revenue
|
This column displays the annual revenue of the
client.
|
| Employee Count
|
This column displays the number of employees of the
client.
|