Vendor 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.

Most available columns show data from the Vendor 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 - (Contacts - Name, Contacts - Title, and so on).

Contents

Field Description
Vendor Number This column displays the vendor number.
Vendor Name This column displays the vendor's name.
Phone This column displays the vendor's business phone number.
Account Number This column displays your vendor-assigned account number. This is your customer number that the vendor uses to identify your account with them.
Status This column displays the vendor's status (for example, Active, Inactive, or Dormant).
Prior Work This column contains Y or N (Yes or No) to indicate whether or not the vendor has completed work for your firm in the past.
Row Count This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Web Site This column displays the vendor's Web site address (for example, www.deltek.com).
Linked Client This column displays the name of the client linked to the vendor, if such a link exists. If you preview the report, the client names in this column are links. Click the link to display the client record in a separate window.
Organization This column displays the organization in your company for which this vendor provides goods or services. If your firm does not use organizations in Ajera CRM, this column does not appear.
Specialty This column displays the vendor's business specialty (for example, Printing, Interior Design, or Security Systems).
Recommended This column contains Y or N (Yes or No) to indicate whether or not the vendor is recommended for future work with your firm.
Address Description This column displays the description of the vendor's primary address (for example, Company Headquarters or Distribution Center).
Concatenated Address This column displays the vendor's primary street address, city, state, and zip code. The report shows this information in a single column.
Address 1 - 4 These columns display the vendor's primary address information (street name and number, suite number, postal box number, and so on).
City This column displays the city from the vendor's primary address.
State This column displays the two-character abbreviation for the state from the vendor's primary address.
Zip This column displays the ZIP code from the vendor's primary address.
Country This column displays the country from the vendor's primary address.
Fax This column displays the vendor's fax number.
Email This column displays the vendor's email address.
Disadvantaged Business This column contains Y or N (Yes or No) to indicate whether or not the vendor is a disadvantaged business.
Small Business This column contains Y or N (Yes or No) to indicate whether or not the vendor is a small business.
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.
Type This column displays the vendor type (for example, Trade or Consultant).
Create User This column displays the user ID of the person who created the vendor record in the Vendor Info Center.
Create Date This column displays the date on which the vendor record was created.
Modify User This column displays the user ID of the person who most recently modified the vendor record.
Modify Date This column displays the date on which the vendor record was most recently modified.
Address Create User This column displays the user ID of the person who created the address in the vendor record.
Address Create Date This column displays the date on which the vendor record was created.
Address Modify User This column displays the user ID of the person who most recently modified the vendor record.
Address Modify Date This column displays the date on which the vendor record was most recently modified.
Specialty Description This column displays the description of the vendor's business specialty from the General tab of the Vendor Info Center.
Memo This column displays the notes entered in Memo on the Accounting tab of the Vendor Info Center.
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 - Pager This column displays the contact's pager number.
Contacts - Cell Phone This column displays the contact's cellular phone number.
Contacts - Home Phone This column displays the contact's home phone number.
Contacts - EMail This column displays the contact's email address.
Links - Description This column displays the name of the external file linked to the vendor on the Links tab of the Vendor Info Center.
Links - Path This column contains one of the following:
  • The complete path for an external file link. This path includes the link name and extension.
  • The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on.
Links - Graphic This column contains a Y or N (yes or no) to indicate whether or not the file link is a graphic file.
Opportunities - Name This column displays the name of the opportunity.
Opportunities - Number This column displays the opportunity number.
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 vendor on the opportunity.
Projects - Number This column displays the project number.
Projects - Name This column displays the name of the project.
Projects - Cost This column displays the total amount paid to the vendor for the project to date.
Projects - Role This column displays the vendor's role on the project.
Projects - Description This column displays the description of the vendor's role on the project from the Projects tab of the Vendor Info Center.
Projects - ProjectStatus This column displays the status of the project (for example, Active, Inactive, or Dormant).
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.