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 -
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 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.
|
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.
|
Links - Description
|
This column displays a brief description of the file link or Web address (URL).
|
Links - File Path
|
This column contains one of the following:
- The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link 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 link to go to that address.
|
Links - Graphic
|
This Yes/No column indicates 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.
|