Employee List 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.

Grid Type Columns

Most available columns show data from the Employee Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, the each of the contact grid column labels begins with Contacts - Name (, Contacts - Title, and so on).

Contents

Field	Description
Employee Number	This column displays the employee identification number.
Full Name	This column displays the employee's last name, first name, and middle initial.
Employee Type	This column displays the employee type (for example, Principal, Manager, or Employee).
Status	This column displays the employee's status: Active, Inactive, or Terminated.
Hire Date	This column displays the date on which the employee was hired.
Raise Date	This column displays the date of the employee's last pay increase.
First Name	This column displays the employee's first name.
Last Name	This column displays the employee's last name.
Middle Name	This column displays the employee's middle name.
Prefix	This column displays the prefix or salutation used with the employee's name (for example, Mr., Mrs., or Ms.).
Suffix	This column displays the suffix used with the employee's name (for example, Jr., Sr., or Esq.)
Preferred Name	This column displays the name by which the employee prefers to be addressed.
Title	This column displays the employee's job title or job function.
Organization Name	If your firm uses organizations in Ajera CRM, this column displays the organization to which the employee is assigned. If your firm does not use organizations, this column is not available.
Supervisor	This column displays the name of the employee's supervisor.
EMail	This column displays the employee's email address.
Work Phone	This column displays the employee's work telephone number.
Work Phone Ext	This column displays the extension for the employee's work telephone.
Mobile Phone	This column displays the employee's cellular phone number.
FAX	This column displays the number for the employee's home fax machine.
Years with Other Firms	This column displays the number of years the employee worked for other firms.
Prior Years with this Firms	The number of years the employee has worked for your firm (if the employee has left your firm and returned).
Is Client/Vendor	This column contains Y or N (Yes or No) to indicate whether or not the employee is a client or a vendor.
Client/Vendor Number	If the employee is a client or vendor, this column displays the client number or vendor number assigned to the employee.
Client/Vendor Number	If the employee is a client or vendor, this column displays the client number or vendor number assigned to the employee.
Client/Vendor Name	If the employee is a client or vendor, this column displays the client name or vendor name.
Concatenated Address	This column displays the employee's street address, city, state, and zip code. The report shows this information in a single column.
Address 1-3	These columns display the employee's street address.
City	This column displays the city from the employee's address.
State	This column displays the two-character abbreviation for the state from the employee's address.
ZIP	This column displays the zip code from the employee's address.
Country	This column displays the country from the employee's address.
Home Phone	This column displays the employee's home telephone number.
Hours Per Day	This column displays the number of hours per day the employee is generally expected to work.
Social Security #	This column displays the employee's Social Security number.
Termination Date	If the employee is terminated, this column displays the date on which the employee last worked for your firm.
Primary Skill	This column displays the employee's primary skill.
Skill Level	This column displays the employee's skill level (for example, Good, Proficient, or Expert).
Create User	This column displays the user ID of the person who created the record in the Employee Info Center.
Create Date	This column displays the date on which the employee record was created.
Modify User	This column displays the user ID of the person who most recently modified the employee record.
Modify Date	This column displays the date on which the employee record was most recently modified.
Memo	This column displays the text entered in Notes on the General tab of the Employee Info Center. This column is blank if you do not have the security access that is required to view employee notes.
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 - Activity Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Client Contact	This column displays the name of the client contact associated with the activity.
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 - Contact	This column displays the name of the contact associated with the activity.
Activities - Contact Bus. Phone	This column displays the business telephone number of the contact associated with the activity.
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 text that describes the activity.
Clients – Name	This column displays the name of the client with which the employee is associated.
Clients – Relationship	This column displays a description of the relationship of the employee to the client.
Clients – Description	This column displays additional text describing the employee's relationship to the client.
Clients – Type	This column displays the type of client (for example, Commercial, Government, or Non-Profit).
Clients – Status	This column displays the current status of your relationship with the client: Active, Dormant, or Inactive.
Contacts – Name	This column displays name of the contact with whom the employee is associated.
Contacts – Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts – Client/Vendor Number	If the contact is linked to a client or vendor, this column displays the client number or the vendor number.
Contacts – Client/Vendor Name	If the contact is linked to a client or vendor, this column displays the client name or the vendor name.
Contacts – Phone	This column displays the contact's business telephone number.
Contacts – Relationship	This column displays a description of the employee's relationship to the contact.
Contacts – Description	This column displays additional text describing the employee's relationship to the contact.
Contacts – Address1	This column displays the contact's street address.
Contacts – City	This column displays the city from the contact's address.
Contacts – State	This column displays the state from the contact's address.
Contacts – ZIP	This column displays the zip code from the contact's address.
Education – Degree	This column displays the degrees the employee earned (for example, BA Bachelor of Arts, BS Bachelor of Science, or MA Master of Arts).
Education – Specialty	This column displays the specialty associated with the employee's degree.
Education – Institution	This column displays the educational institution where the employee earned the degree.
Education – Year	This column displays the year the employee received the degree.
Education – Proposals	This column contains Y or N (Yes or No) to indicate whether or not this education information can be used in proposals.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link 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 link to go to that address.
Links - Graphic	This column contains a Y or N (yes or no) to indicate whether or not the file is a graphic file.
Licenses – License	This column displays the names of the licenses the employee holds (for example, CPG Certified Professional Geologist or PE Professional Engineer).
Licenses – Earned	This column displays the year the year the employee became licensed.
Licenses – State	This column displays the state in which the employee is licensed.
Licenses – Number	This column displays the license number.
Licenses – Expires	This column displays the license expiration date.
Licenses – Last Renewal	This column displays the date the license was most recently renewed.
Licenses – Proposals	This column contains Y or N (Yes or No) to indicate whether or not the license information can be used in proposals.
Opportunities – Opportunity Name	This column displays the name of the opportunity associated with the employee.
Opportunities – Opportunity No.	This column displays the identifier of the opportunity associated with the employee.
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 employee in the opportunity (for example, Architect, Developer, or Owner).
Opportunities – Role Description	This column displays additional text describing the employee's role in the opportunity.
Projects – Number	This column displays the identifier of the project associated with the employee.
Projects – Name	This column displays the name of the project.
Projects – Long Name	This column displays the project's long name. If Long Name is blank in the Project Info Center, this column displays the project's short name.
Projects – Status	This column displays the status of the project: Active, Inactive, or Dormant.
Projects – Hours	This column displays the actual number of hours the employee has posted to the project.
Projects – Role	This column displays the role of the employee in the project (for example, Transportation Engineer or Geologist).
Projects – Description	This column displays additional text describing the employee's role in the project.
Projects – Start Date	This column displays the date your company started work or will start work on the project.
Projects – End Date	This column displays the date your company finished work on the project.
Resumes – Category	This column displays the resume category (for example, Profile-General or Experience-Medical).
Resumes – Resume	This column displays the description of the employee's experience related to the category.
Skills – Skill	This column displays descriptions of employee skills or disciplines (for example, Architect, Civil Engineer, or Interior Designer).
Skills – Level	This column displays the skill level. For example, Ajera CRM could be set up to provide the following set of levels based on years of experience: Entry 1-2 Years 3-5 Years 6-10 Years Over 10 Years
Skills – Primary	This column contains Y or N (Yes or No) to indicate whether or not the skill is the employee's primary skill.