CRM Employee Summary 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.

This report can contain two types of sections:

• Default sections — You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
• User-defined sections — If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Employee List. Refer to the help topics for the Employee List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Fields related to Vision Time and Expense only display on this tab if you install and activate Time and Expense.

Contents

Field	Description
Employee	This column displays the employee's full name: first, middle, and last name, with prefix and suffix.
Number	This column displays the employee identification number.
Title	This column displays the employee's job title or job function.
Preferred Name	This column displays the name by which the employee prefers to be addressed.
Organization	If your firm uses organizations in Vision, this column displays the organization to which the employee is assigned.
Supervisor	The name of the employee's supervisor. When you preview this report, you can click the supervisor's name to drill down. Vision displays a CRM Employee Summary report that shows information about the supervisor.
Hire Date	This column displays the date on which the employee was hired.
Address 1	This column displays the employee's street address (street name and number, apartment number, P.O. Box number, and so on).
City, State, Zip	This column displays the city, state, and zip code from the employee's address.
Consultant	This column contains Y or N (Yes or No) to indicate whether or not the employee is a consultant.
Years with Other Firms	This column displays the number of years the employee worked for other companies.
Email	This column displays the employee's email address.
Home Phone	This column displays the employee's home telephone number.
Work Phone, Ext	This column displays the employee's work telephone number and extension.
Allow Employee to Charge Units in Timesheet	This column contains Y or N (Yes or No) to indicate whether or not the employee is allowed to charge units on his or her timesheets.
Memo	This column displays the text entered in Notes on the General tab of the Employee Info Center. The report only displays the notes text if you have the correct security access.
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 Contact	This column displays the name of the client contact associated with the activity.
Activities - Client Contact Bus. Phone	This column displays the client contact's work telephone number.
Activities - Vendor	This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact	This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone	This column displays the vendor contact's work telephone number.
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.
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 employee in the project (for example, Transportation Engineer or Geologist).
Projects - Role Description	This column displays additional text describing the employee's role in the project.
Education - Degree	This column displays the degrees the employee earned (for example, BA Bachelor of Arts, BS Bachelor of Science, or MA Master of Arts).
Education - Institution	This column displays the educational institution where the employee earned the degree.
Education - Specialty	This column displays the specialty associated with the employee's degree.
Education - Year	This column displays the year the employee received the degree.
Education - Proposals	This column contains Y or N (Yes or No) to indicate whether or not this education information can be used in proposals.
Licenses - License	This column displays the names of the licenses the employee holds (for example, CPG Certified Professional Geologist or PE Professional Engineer).
Licenses - Earned	This column displays the year the year the employee became licensed.
Licenses - State	This column displays the state in which the employee is licensed.
Licenses - Number	This column displays the license number.
Licenses - Expires	This column displays the license expiration date.
Licenses - Last Renewal	This column displays the date the license was most recently renewed.
Licenses - Proposals	This column contains Y or N (Yes or No) to indicate whether or not the license information can be used in proposals.
Skills - Skill	This column displays descriptions of employee skills or disciplines.
Skills - Level	This column displays the skill level. For example, Vision could be set up to provide the following set of levels based on years of experience: Entry 1-2 Years 3-5 Years 6-10 Years Over 10 Years
Skills - Primary	This column contains Y or N (Yes or No) to indicate whether or not the skill is the employee's primary skill.
Resumes - Resumes	This column displays the employee's resume information.
Opportunities - Number	This column displays the identifier of the opportunity associated with the employee.
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).
Clients - Name	This column displays the name of the client for which the employee has performed work.
Clients - Number	This column displays the client identifier.
Clients - Relationship	This column displays the employee's relationship to the client (for example, Client Manager or Principal Assigned).
Clients - Description	This column displays the description of the employee's association with the client.
Contacts - Name	This column displays the first name and last name of the contact with which the employee is associated.
Contacts - Title	This column displays the contact's title (for example, Vice President, Principal, or Project Manager).
Contacts - Relationship	This column displays the employee's relationship to the contact (for example, Client Manager or Former Employee).
Contacts - Client	This column displays the name of the client associated with the contact.
Contacts - Phone	This column displays the contact's phone number.