| Field | Description |
|---|
| Number
|
Enter the number associated with the
client. Each
client number must be unique. You establish the length and format of your
client numbers when you install
Vision.
|
| Name
|
Enter the name of the firm (client) for whom you are performing work.
|
|
Client
|
Select this option if the firm is a
client.
Vision includes all firms marked as "Client" in the
Client lookup.
Vision selects this field by default.
To include the firm in both the
Client and
Vendor lookups, select both the
Client and
Vendor options.
|
| Vendor
|
Select this option if the firm is a
vendor.
Vision includes all firms marked as "Vendor" in the
Client lookup.
To include the firm in both the
Client and
Vendor lookups, select both the
Client and
Vendor options.
|
| Status
|
Use the drop-down box in this field to select a status that reflects your current relationship with the
client. Your status options include Active, Dormant, and Inactive.
|
| Type
|
Use the drop-down list in this field to select a type by which to classify the
client.
You define
client type options using the
Client Type Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
You can group
clients by type when running reports.
|
| Relationship
|
Use the drop-down list in this field to select your relationship with the
client (New, Existing, Prospective, for example).
You define
client relationship options using the
Client Relationship Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.
|
| Description
|
Enter a description by which to identify the address you are entering, such as Company Headquarters, Northeast Office, or Distribution Center.
The description you enter in this field is added to the drop-down list in the
Addresses field on the General tab.
When you add a new
client record, the
Description field displays as
<Default>. You can modify this description (or any other address description) at any time.
Only users with the role type
Accounting can modify the address designated as the Default Billing Address.
|
| Primary
|
Select this option to designate the current address as the primary address for the
client. You can designate only one address as primary. However, you can change the primary address designation at any time.
This address displays on
client reports.
|
| Default Billing
|
Select this option to designate the current address as the default billing address for the client. Only users with the role type
Accounting can designate an address as the default billing address.
You can designate only one address as the default billing address. However, you can change the default billing address designation at any time.
This address displays on client invoices.
|
| Address 1, 2, 3, 4
|
Enter the
client's address (street name and number, suite number, P.O. box number, for example).
|
| City
|
Enter the city in which the
client's address is located.
|
| State/Province
|
Use the drop-down list in this field to select the state or province in which the
client's address is located.
Vision filters the
State/Province drop-down list for the country that is currently selected.
|
| Zip/Postcode
|
Enter the zip or postal code for the
client's address.
|
| Country
|
Use the drop-down list in this field to select the country in which the
client's address is located. This field defaults to
Vision's default country setting.
|
| Phone
|
Enter the
client's phone number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
| Fax
|
Enter the
client's fax number.
Your
Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.
|
| Tax Reg. #
|
Enter the client's tax registration number.
This field displays only if you selected the
Enable tax auditing feature option on the Tax Auditing tab of
.
|
| Tax Country Code
|
Use the drop-down list in this field to select the client's tax country code.
This field displays only if you selected the
Enable tax auditing feature option on the Tax Auditing tab of
.
|
| Web Site
|
Enter the
client's Web address.
To modify a
client's Web address, right-click it and then click
Edit, or click the
Notes icon in this field.
|
| Notes
|
Enter any notes or information related to the
client.
If you enter text directly in the
Notes field, you must:
- Press SHIFT + ENTER to start a new line of text.
- Press ENTER to start a new paragraph.
You can include the text entered in this field on your Accounts Receivable reports.
|
) or click
Deltek Vision on the toolbar of the Add-Ins tab in Outlook.