Contacts Table Formats (Contacts)
Follow Vision specifications for preparing a file containing contact data.
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
| ContactID | varchar | 32 | Internal reference number for the Contact record; primary key |
| ClientID | varchar | 32 | Internal reference number for the Client record; must exist in CL (ClientID/Client) |
| CLAddress | varchar | 20 | Internal foreign key link to the CLAddress Table; must exist in CLAddress |
| Vendor | varchar | 20 | Internal reference number for the Vendor record; must exist in VE |
| VEAddress | varchar | 20 | Internal foreign key link to the VEAddress Table; must exist in VEAddress |
| Type | varchar | 10 | Variable indicating whether the contact is a Client or a Vendor; required field; must exist in CFGContactType (Code/Description) |
| LastName | varchar | 30 | Contact's last name; required field |
| FirstName | varchar | 25 | Contact's first name |
| MiddleName | varchar | 30 | Contact's middle name |
| Salutation | varchar | 5 | Prefix to use with the contact's name; must exist in CFGPrefix |
| Suffix | varchar | 20 | Suffix to use with the contact's name; must exist in CFGSuffix |
| Title | varchar | 50 | Contact's title; null or must exist in CFGContactTitle |
| Address1 | varchar | 50 | First line of the contact's address |
| Address2 | varchar | 50 | Second line of the contact's address |
| Address3 | varchar | 50 | Third line of the contact's address |
| Address4 | varchar | 50 | Fourth line of the contact's address |
| City | varchar | 30 | City in the contact's address |
| State | varchar | 10 |
State in the contact's address. 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. |
| ZIP | varchar | 10 | Zip code in the contact's address |
| Country | varchar | 40 | Country in the contact's address |
| Phone | varchar | 24 | Contact's telephone number |
| Fax | varchar | 24 | Contact's telephone number for facsimile transmissions |
| Pager | varchar | 24 | Contact's telephone number for paging |
| CellPhone | varchar | 24 | Contact's cellular phone number |
| HomePhone | varchar | 24 | Contact's home telephone number |
| varchar | 50 | Contact's e-mail address | |
| Memo | text | 16 | Text memo field for notes about the contact |
| MailingAddress | varchar | 1 | Variable indicating whether or not the address is the contact's mailing address; valid options are Y (Yes) or N (No); default is N |
| Billing | varchar | 1 | Reserved for future use; default is N (No) |
| PrimaryInd | varchar | 1 | Reserved for future use; default is N (No) |
|
ContactStatus
|
varchar | 10 | Variable indicating the contact's status; valid options are A (Active) or I (Inactive); must exist in ContactStatus (Code/Description) |
| PreferredName | varchar | 60 | Contact's preferred name, as entered on the general tab of the Contacts Info Center |
| Source | varchar | 50 | Populated from Source in the Lead's Info Center record, when the contact is a converted lead |