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.
Is Client This column contains Y or N (Yes or No) to indicate whether or not the client record is classified as a client in terms of projects or opportunities.

Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center.

Is Vendor This column contains Y or N (Yes or No) to indicate whether or not the client record is classified as a vendor in terms of projects or opportunities.

Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center.

Linked Vendor This column displays the name of the vendor linked to the client, if such a link exists. This column is blank if Is Vendor contains N.

If you preview the report, the vendor names in this column are links. Click the link to display the vendor record in a separate window.

Market This column displays the market (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.
Relationship This column displays your relationship with the client (for example, Consultant, Prospective, or Existing).
Web Site This column displays the client's Web site address (for example, www.deltek.com).
Client Create User This column displays the user ID of the person who created the client record in the Client Info Center.
Client Create Date This column displays the date on which the client record was created.
Client Modify User This column displays the user ID of the person who most recently modified the client record.
Client Modify Date This column displays the date on which the client record was most recently modified.
Concatenated Primary Address This column displays the client's primary street address, city, state, and zip code. The report shows this information in a single column.
Primary Address Description This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1- 4 Primary Address 1 displays the client's name.

Primary Address 2, Primary Address 3, and Primary Address 4 display the client's primary address information (street name and number, suite number, postal box number, and so on).

Primary Address City This column displays the city from the client's primary address.
Primary Address State This column displays the two-character abbreviation for the state from the client's primary address.
Primary Address Zip This column displays the zip code from the client's primary address.
Primary Address Country This column displays the country from the client's primary address.
Primary Address Phone This column displays the phone number at the client's primary address.
Primary Address Fax This column displays the fax number at the client's primary address.
Primary Address Tax Reg. # This column displays the tax registration number for the client's primary address.
Primary Address Tax Country Code This column displays the tax country code for the client's primary address.
Primary Address Create User This column displays the user ID of the person who created the primary address in the client record.
Primary Address Create Date This column displays the date on which the primary address was created in the client record.
Primary Address Modify User This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date This column displays the date on which the primary address was most recently modified.
Concatenated Billing Address This column displays the client's billing street address, city, state, and zip code. The report shows this information in a single column.
Billing Address Description This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1-4 Billing Address 1 displays the client's name.

Billing Address 2, Billing Address 3, and Billing Address 4 display the client's billing address information (street name and number, suite number, postal box number, and so on).

Billing City This column displays the city from the client's billing address.
Billing State This column displays the two-character abbreviation for the state from the client's billing address.
Billing Zip This column displays the zip code from the client's billing address.
Billing Country This column displays the country from the client's billing address.
Billing Phone This column displays the phone number at the client's billing address.
Billing Fax This column displays the fax number at the client's billing address.
Billing Tax Reg. # This column displays the tax registration number for the client's billing address.
Billing Tax Country Code This column displays the tax country code for the client's billing address.
Billing Address Create User This column displays the user ID of the person who created the billing address in the client record.
Billing Address Create Date This column displays the date on which the billing address was created in the client record.
Billing Address Modify User This column displays the user ID of the person who most recently modified the billing address.
Billing Address Modify Date This column displays the date on which the billing address was most recently modified.
Memo This column displays the text entered in the Notes field on the General tab of the Client Info Center.
Promo. Project Total Project Cost This column displays the project's total cost for a promotional project.
Promo. Project Firm Cost This column displays the firm's total cost for a promotional project.
Opportunity Est. Revenue This column displays the estimated revenue you expect to earn from the opportunity.
Opportunity Probability This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains 80.
Opportunity Weighted Revenue This column displays the weighted revenue for the opportunity: estimated revenue x Probability.
Opportunity Days Open This column displays the number of days the opportunity has been open.
Disadvantaged Business This column contains a Y or N (yes or no) to indicate whether or not the client is a disadvantaged business.
Small Business This column contains a Y or N (yes or no) to indicate whether or not the client is a small business.
Veteran Owned This column contains a Y or N (yes or no) to indicate whether or not the client is a small business that is owned by a veteran.
Service Disabled Veteran Owned This column contains a Y or N (yes or no) to indicate whether or not the client is a small business that is owned by a disabled veteran.
Minority Owned This column contains a Y or N (yes or no) to indicate whether or not the client is a minority business.
Woman Owned This column contains a Y or N (yes or no) to indicate whether or not the client is a business owned by a woman.
HBCU or Minority Institution This column contains a Y or N (yes or no) to indicate whether or not the client is an historically black college or university (HBCU).
Alaska Native This column contains a Y or N (yes or no) to indicate whether or not the client is an Alaskan Native.
Specialty If the client is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Prior Work This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor and has done work for your firm in the past.
Recommend This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor, has done work for your firm in the past, and is recommended for future work.
Specialty Description If the client is classified as a vendor, this column contains additional information about that firm's specialty.
HUB Zone This column contains Y or N (Yes or No) to indicate whether or not the client 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 client is part of the 8 (a) business development program for small and disadvantaged businesses.
Competitor This column contains Y or N (Yes or No) to indicate whether or not the client is a competitor.
Government Agency This column contains Y or N (Yes or No) to indicate whether or not the client is a government agency.
Annual Revenue

This column displays the annual revenue of the client.

Employee Count This column displays the number of employees of the client.
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 - Completed The activity can be Pending or Completed.
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 - Start Date This column displays the date and time that the activity is scheduled to begin.
Activities - Priority This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner This column displays the name of the employee who is responsible for the activity.
Activities - Client Contact This column displays the client 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 - Client Contact Bus. Phone This column displays the client contact's work telephone number.
Activities - Vendor This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone This column displays the vendor contact's work telephone number.
Activities - Opportunity This column displays the name of the opportunity associated with the activity.
Activities - Project This column displays the name of the project associated with the activity.
Activities - Marketing Campaign This column displays the marketing campaign associated with the activity.
Activities - Lead This column displays the lead associated with the activity.
Activities - Location This column displays the location where the activity occurred or will occur.
Activities - Notes This column displays additional information about the activity.
Opportunities - Is Client This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a client for opportunities.

Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Opportunities tab of the Client Info Center.

Opportunities - Is Vendor This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor for opportunities.

Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Opportunities tab of the Client Info Center.

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 - Role This column displays the role of the client in the opportunity (for example, Architect, Developer, or Owner).
Opportunities - Role Description This column displays additional text describing the client's role in the opportunity.
Opportunities - Weighted Revenue This column displays the weighted revenue for the opportunity: Estimated revenue x Probability.
Projects - Is Client This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a client for projects.

Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center.

Projects - Is Vendor This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor for projects.

Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center.

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).
Projects - Role Description This column displays additional text describing the client's role in the project.
Projects - Project Status This column displays the status of the project.
Associations - Name This column displays the name of a client that is associated with the current client.
Associations - Description This column displays a description of the relationship of the current client to the associated client (for example, Subsidiary, Parent Company, or Affiliate).
Associations - Relationship Description This column displays additional text describing the relationship of the current client to the associated client.
Employees - Employee This column displays the employee's number.
Employees - Name This column displays the employee's full name.
Employees - Relationship This column displays the employee's relationship to the client (for example, Client Manager, Contact Manager, or Friend).
Employees - Relationship Description This column displays additional text describing the relationship between the client and the employee.
Files - Description This column displays a brief description of the file or Web address (URL).
Files - File Path This column contains one of the following:
  • The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file.
  • The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
Files - Graphic This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Client Alias - Alias This column displays a client alias.

An alias is an alternate name for a client. It can be an abbreviated version of the client's legal name, an alternate spelling of the client's legal name, or an entirely different name.