Clients Table Formats (CL)

Follow Ajera CRM 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; Ajera CRM-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 Ajera CRM. 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
EMail	varchar	50	Client email address
Fax	varchar	24	Client fax number
Phone	varchar	24	Client telephone number
PrimaryInd	varchar	1	Variable indicating whether or not this is the client's primary address; valid options are Y (Yes) or N (No)