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

The descriptions below are for columns in the default sections. For descriptions of the columns that you can select on the Columns tab for user-defined columns, see Client List Columns tab.

Field	Description
Client Name	This column displays the name of the client.
Client Number	This column displays the client identifier.
Address 1, 2, 3, 4	Address 1 displays the client's name. Address 2, Address 3, and Address 4 display the primary address information (street name and number, suite number, postal box number, and so on).
City, State, Zip	This column displays the city name, two-character state abbreviation, and zip code from the client's primary address.
Country	This column displays the country from the client's primary address.
Type	This column displays the type of client (for example, Commercial, Government, or Non-Profit).
Status	This column displays the status of your relationship with the client: Active, Dormant, or Inactive.
Phone	This column displays the client's phone number.
Fax	This column displays the client's fax number.
Web Site	This column displays the client's Web site address (for example, www.deltek.com).
Parent	This column displays the name of the client that is the parent of the client identified in Client Name and Client Number.
Notes	This column displays additional information about the client.
Description	This column displays the description of the client address (for example, Company Headquarters, Main Office, or Northeast Office).
Address 1 Address 2 Address 3 Address 4	Address 1 displays the client's name. Address 2, Address 3, and Address 4 display the address information (street name and number, suite number, postal box number, and so on).
City, State, Zip	This column displays the city name, two-character state abbreviation, and zip code from the client address.
Country	This column displays the country from the client address.
Primary	This column contains Y or N (Yes or No) to indicate whether or not the address is the client's primary address.
Billing	This column contains Y or N (Yes or No) to indicate whether or not the address is the client's billing address.
Phone	This column displays the phone number for the address.
Fax	This column displays the fax number for the address.
Contacts - Name	This column displays the full name of the contact (Salutation, First Name, Middle Name, Last Name, Suffix).
Contacts - Title	This column displays the contact's title (for example, Vice President or Principal).
Contacts - Phone	This column displays the contact's business phone number.
Contacts - Fax	This column displays the contact's fax number.
Contacts - Mobile	This column displays the contact's mobile (cellular) phone number.
Contacts - Home	This column displays the contact's home phone number.
Contacts - Pager	This column displays the contact's pager number.
Contacts - Email	This column displays the contact's email address.
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 - Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Contact	This column displays the contact associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
Activities - Notes	This column displays additional information about the activity.
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 client in the project (for example, Architect, Developer, or Owner).
Opportunities - Number	This column displays the opportunity identifier.
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).
Opportunities - Weighted Revenue	This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
Associations - Name (Client)	This column displays the name of a client that is associated with the current client.
Associations - Relationship (Client)	This column displays a description of the relationship of the current client to the associated client (for example, Subsidiary, Parent Company, or Affiliate).
Associations - Description (Client)	This column displays additional text describing the relationship of the current client to the associated client.
Associations - Name (Employee)	This column displays the full name of an employee associated with the client.
Associations - Relationship (Employee)	This column displays the employee's relationship to the client (for example, Client Manager, Contact Manager, or Friend).
Associations - Description (Employee)	This column displays additional text describing the relationship between the client and the employee.