Contact 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 Contact List. Refer to the help topics for the Contact 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.

Contents

Field	Description
Contact	This column displays the contact's full name: Prefix, First Name, Middle Name, Last Name, Suffix.
Preferred Name	This column displays the name by which the contact prefers to be addressed.
Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Client or Vendor Name and Address	If the contact is a client, this column displays the client name and address. If the contact is a vendor, it displays the vendor name and address.
Phone	This column displays the contact's business telephone number.
Fax	This column displays the contact's fax number.
Mobile	This column displays the contact's mobile (cellular) phone number.
Type	This column displays the contact type: Client or Vendor.
Home	This column displays the contact's home phone number.
Pager	This column displays the contact's pager number.
Email	This column displays the contact's email address.
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).
Personal 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.
Notes	This column displays the text entered in the Notes field on the General tab of the Contact Info Center.
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 - Primary Lead Contact Bus. Phone	This column displays the primary lead's work telephone number
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.
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.
Projects - Number	This column displays the project identifier.
Projects - Name	This column displays the name of the project.
Projects - Role	This column displays the role of the contact in the project (for example, Architect, Developer, or Owner).
Opportunities - Number	This column displays the identifier of the opportunity associated with the contact.
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).
Associations - Name (Contacts)	This column displays the name of a contact who is associated with the current contact.
Associations - Relationship (Contacts)	This column displays a description of the relationship of the current contact to the associated contact (for example, Partner, Friend, or Associate).
Associations - Description (Contacts)	This column displays additional text describing the relationship of the current contact to the associated contact.
Associations - Name (Employees)	This column displays the name of an employee who is associated with the contact.
Associations - Relationship (Employees)	This column displays a description of the relationship of the contact to the associated employee.
Associations - Description (Employees)	This column displays additional text describing the relationship of the contact to the associated employee.