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 |