Clients Table Formats (CL)
Follow Vision specifications for preparing a file containing client data.
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
| Client | varchar | 20 | Client number |
| ClientID | varchar | 32 | Internal identifier for the client; Vision-generated key; primary key |
| CurrentStatus | varchar | 50 | The client's current relationship to the firm; null or must exist in CFGCClientCurrentStatus |
| ExportInd | varchar | 1 | Default N; reserved for future use |
| Memo | text | unlimited | Memo field for notes about the client |
| Name | varchar | 100 | Client name; required field |
| Status | varchar | 30 | Client status; required field; null or must exist in CFGClientStatus (Status/Label); valid options are A (Active), I (Inactive), or D (Dormant) |
| Type | varchar | 10 | Client type; null or must exist in CFGClientType (Code/Description) |
| WebSite | varchar | 255 | Client Web site address |
| Address | varchar | 20 | Unique identifier for the address record; required field |
| Address1 | varchar | 50 | First line of the client's address |
| Address2 | varchar | 50 | Second line of the client's address |
| Address3 | varchar | 50 | Third line of the client's address |
| Address4 | varchar | 50 | Fourth line of the client's address |
| Addressee | varchar | 50 | Invoice addressee; not used |
| Billing | varchar | 1 | Variable indicating whether or not this is the client's billing address; valid options are Y (Yes) or N (No) |
| City | varchar | 30 | Client city |
| State | varchar | 10 | Client state.
The state must exist in CFGStates. If you import both state and country, that combination must already be a valid combination in Vision. If you import a state but not a country, the state must be a valid state for the United States. |
| Country | varchar | 40 | Client country; must exist in CFGCountry |
| Zip | varchar | 10 | Client ZIP code |
| varchar | 50 | Client email address | |
| Fax | varchar | 24 | Client fax number |
| Phone | varchar | 24 | Client telephone number |
| TaxCountryCode | varchar | 2 | Client tax country code |
| TaxRegistrationNumber | varchar | 15 | Client tax registration number |
| PrimaryInd | varchar | 1 | Variable indicating whether or not this is the client's primary address; valid options are Y (Yes) or N (No) |
| LinkedVendor | varchar |