Contact List 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.

Most available columns show data from the Contact Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, the each of the contact grid column labels begins with Employees - (Employees - Name, Employees - Description, and so on).

Contents

Field	Description
Full Name	This column displays the contact's full name: Prefix, First Name, Middle Name, Last Name, Suffix.
Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Type	This column displays the contact type: Client or Vendor.
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, trade shows, or the names of referring clients).
Other Phone	This column displays the contact's business telephone number.
Other Fax	This column displays the contact's business fax number.
Prefix	This column displays the contact's salutation (for example, Mr., Mrs., or Dr.).
First Name	This column displays the contact's first name.
Middle Name	This column displays the contact's middle name or initial.
Last Name	This column displays the contact's last name.
Suffix	This column displays the suffix from the contact's name (for example, Jr., Sr., Esq.).
Preferred Name	This column displays the name by which the contact prefers to be addressed.
Client Name	If the contact is a client, this column displays the client name.
Client Status	If the contact is a client, this column displays the current status of your relationship with the client: Active, Dormant, or Inactive.
Client Relationship	If the contact is a client, this column displays your relationship with the client (for example, Consultant, Prospective, or Existing).
Client Type	If the contact is a client, this column displays the type of client (for example, Commercial, Government, or Non-Profit).
Vendor Name	If the contact is a vendor, this column displays the vendor name.
Email	This column displays the contact's email address.
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 client or vendor, the address is the contact's other address or home address. If the contact is a client contact, the address is the client's address. If the contact is a vendor contact, the address is the vendor address.
Mail Address 1 - 4	This column displays the contact's address (street name and number, suite number, P.O. Box number).
Mail City	This column displays the city from the contact's address.
Mail State	This column displays the state from the contact's address.
Mail ZIP	This column displays the zip code from the contact's address.
Mail Country	This column displays the country from the contact's address.
Concatenated Address	This column displays the contact's other or home street address, city, state, and zip code. The report shows this information in a single column.
Other Address 1 - 4	This column displays the contacts' 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 contact's other address or home address.
Other State	This column displays the two-character abbreviation for the state from the contact's other address or home address.
Other Zip	This column displays the zip code from the contact's other address or home address.
Other Country	This column displays the country from the contact's other address or home address.
Pager	This column displays the contact's pager number.
Cell Phone	This column displays the contact's cellular phone number.
Home Phone	This column displays the contact's home telephone number.
ClientAddress Desc	If the contact is a client, this column displays the description of the client's address (for example, Company Headquarters, Main Office, or Northeast Office).
Concatenated Client Address	If the contact is a client, this column displays the client's street address, city, state, and zip code. The report shows this information in a single column.
Client Address 1 - 4	If the contact is a client, this column displays the client's address information. Client Address 1 displays the client's name. Client Address 2 - 4 display the client's address information (street name and number, suite number, postal box number, and so on).
Client City	If the contact is a client, this column displays the city from the client's address.
Client State	If the contact is a client, this column displays the two-character abbreviation for the state from the client's address.
Client Zip	If the contact is a client, this column displays the zip code from the client's address.
Client Country	If the contact is a client, this column displays the country from the client's address.
Client Phone	If the contact is a client, this column displays the client's telephone number.
Client Fax	If the contact is a client, this column displays the client's fax number.
Client Website	If the contact is a client, this column displays the client's Web site address (for example, www.deltek.com).
Vendor Address Desc	If the contact is a vendor, this column displays the description of the vendor's address (for example, Company Headquarters, Main Office, or Northeast Office).
Concatenated Vendor Address	If the contact is a vendor, this column displays the vendor's street address, city, state, and zip code. The report shows this information in a single column.
Vendor Address 1 - 4	If the contact is a vendor, these columns display the vendor's address information (street name and number, suite number, postal box number, and so on).
Vendor City	If the contact is a vendor, this column displays the city from the vendor's address.
Vendor State	If the contact is a vendor, this column displays the two-character abbreviation for the state from the vendor's address.
Vendor Zip	If the contact is a vendor, this column displays the zip code from the vendor's address.
Vendor Country	If the contact is a vendor, this column displays the country from the vendor's address.
Vendor Phone	If the contact is a vendor, this column displays the vendor's telephone number.
Vendor Fax	If the contact is a vendor, this column displays the vendor's fax number.
Vendor Website	If the contact is a vendor, this column displays the vendor's Web site address (for example, www.deltek.com).
Create User	This column displays the user ID of the person who created the contact record in the Contact Info Center.
Create Date	This column displays the date on which the contact record was created.
Modify User	This column displays the user ID of the person who most recently modified the contact record.
Modify Date	This column displays the date on which the contact record was most recently modified.
Contact Notes	This column displays the text entered in the Notes field on the General tab of the Contact Info Center.
Client Memo	If the contact is a client, this column displays the text entered in the Notes field on the General tab of the Client Info Center for the client.
VendorSpecialty Type	If the contact is a vendor, this column displays the vendor's business specialty (for example, Printing, Interior Design, or Security Systems).
Vendor Specialty Desc	If the contact is a vendor, this column displays the description of the vendors business specialty, or any other information related to the vendor, as specified in the Vendor Info Center.
Vendor Memo	If the contact is a vendor, this column displays text entered in the Memo field on the Accounting tab of the Vendor Info Center.
Custom Currency Code	If a currency code was specified in the Info Center, this column displays that code.
Activities - Completed	The activity can be Pending or Completed.
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 - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Client	This column displays the name of the client associated with the activity.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Lead	This column displays the lead associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays additional text that describes the activity.
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.
Client Assoc Name	This column displays the name of a client that is associated with the current contact.
Client Assoc Relationship	This column displays a description of the relationship of the current contact to the associated client.
Client Assoc Relationship Description	This column displays additional text describing the relationship of the current contact to the associated client.
Client Employee Assoc - Employee	This column displays the number of an employee who is associated with the client.
Client Employee Assoc - Name	This column displays the name of an employee who is associated with the client.
Client Employee Assoc - Relationship	This column displays a description of the relationship of the client to the associated employee.
Client Employee Assoc - Relationship Description	This column displays additional text describing the relationship of the client to the associated employee.
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 - Number	This column displays the employee's number.
Employees - Name	This column displays the employee's full name.
Employees - Description	This column displays a description of the employee's relationship with the contact.
Employees - Relationship Description	This column displays additional text describing the relationship between the contact and the employee.
Files - Description	This column displays a brief description of the file or Web address (URL).
Files - File Path	This column contains one of the following: The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
Files - Graphic	This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Marketing Campaigns - Name	This column displays the name of the marketing campaign.
Marketing Campaigns - Number	This column displays the marketing campaign identifier.
Opportunities - Name	This column displays the name of the opportunity associated with the contact.
Opportunities - Number	This column displays the opportunity identifier.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Opportunities - Role	This column displays the role of the contact in the opportunity (for example, Architect, Developer, or Owner).
Opportunities - Description	This column displays additional text describing the contact's role in the opportunity.
Projects - Name	This column displays the name of the project.
Projects - Number	This column displays the project identifier.
Projects - Role	This column displays the role of the contact in the project (for example, Architect, Developer, or Owner).
Projects - Description	This column displays additional text describing the client's role in the project.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.