CRM Vendor 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.

Because this is a customer relationship management (CRM) report, you can include both default sections and user-defined sections. You cannot select columns for default sections but you do select the columns for user-defined sections:

• Default sections — The report can include one or more default sections. Use the options in Sections to Include on the General tab to select the default sections. You cannot change the columns included in each default section.

  For descriptions of the columns in the default sections, see the table in this topic.

• User-defined sections — To set up one or more user-defined sections, click the User Defined Sections tab. Use the Columns tab to assign columns to each user-defined section. You can select any column on this tab, whether or not that column is also included in a default section. User-defined sections can appear in addition to, or in place of, the default sections for the report.

  See the help topic for the Columns tab of the Vendor List for descriptions of the columns available for user-defined sections.

Contents

Field	Description
Vendor Number	This column displays the vendor number.
Vendor Name	This column displays the name of the vendor.
Address	This column displays the vendor's primary address.
Phone	This column displays the phone number for the vendor's primary address.
Fax	This column displays the fax number for the vendor's primary address.
E-mail	This column displays the email address for the vendor's primary address.
Website	This column displays the vendor's Web site address (for example, www.deltek.com).
Specialty Description	This column displays a description of the vendor's business specialty.
Veteran Owned	This column contains Y or N (Yes or No) to indicate whether or not the vendor is a small business owned by a veteran of the armed services.
Service Disabled Veteran Owned	This column contains Y or N (Yes or No) to indicate whether or not the vendor is a small business owned by a disabled veteran of the armed services.
Minority Owned	This column contains Y or N (Yes or No) to indicate whether or not the vendor is a minority-owned business.
Woman Owned	This column contains Y or N (Yes or No) to indicate whether or not the vendor is a woman-owned business.
HBCU or Minority Institution	This column contains Y or N (Yes or No) to indicate whether or not the vendor is an historically black college or university (HBCU).
Alaska Native	This column contains Y or N (Yes or No) to indicate whether or not the vendor is an Alaska native.
HUB Zone	This column contains Y or N (Yes or No) to indicate whether or not the vendor is part of the HUB Zone program for small businesses.
8 (a)	This column contains Y or N (Yes or No) to indicate whether or not the vendor is part of the 8 (a) business development program for small and disadvantaged businesses.
Specialty	This column displays the vendor's business specialty (for example, Printing, Interior Design, or Security Systems).
Status	This column displays thevendor's status with your firm (for example, Active, Inactive, or Dormant).
Organization	This column displays the organization for which this vendor provides goods or services. If your firm is not using organizations in Ajera CRM, this column is not available.
Prior Work?	This column displays Y or N (Yes or No) to indicate whether or not the vendor has completed work for your firm in the past.
Recommended?	This column displays Y or N (Yes or No) to indicate whether or not the vendor is recommended for future work with your firm.
Addresses - Description	This column displays the description of the address (for example, Boston Branch Office).
Addresses - Address	This column displays the complete address — street (street name and number, suite number, P.O. Box number, and so on), city, two-character state abbreviation, ZIP code, and country.
Addresses - Phone	This column displays the phone number for the address.
Addresses - 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 - E-mail	This column displays the contact's email address.
Contacts - Home Phone	This column displays the contact's home phone number.
Contacts - Pager	This column displays the contact's pager number.
Projects - Number	This column displays the project number.
Projects - Name	This column displays the name of the project.
Projects - Role	This column displays thevendor's role on the project.
Opportunities - Number	This column displays the opportunity number.
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).
Files - Name	This column displays the name of the external file linked to the vendor on the Files tab of the Vendor Info Center.
Files - Location	This column contains one of the following - The complete path for an external file. This path includes the file name and extension. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on.
Files - Creation Date	This column displays the date on which the file link was created.
Files - Last Edit Date	This column displays the date on which the file link was last modified.
Annual Revenue	This column displays the annual revenue of the vendor.
Employee Count	This column displays the number of employees of the vendor.
Market	This column displays the general market in which the vendor participates.