Client Export
Use the Client Export report to download client (firm) data to a Microsoft Excel spreadsheet file or other file format.
Contents
| Column | Description |
|---|---|
| Client Number | This column displays the client identifier. |
| Client Name | This column displays the name of the client. |
| Type | This column displays the 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). |
| Website | This column displays the client's Web site address. |
| Client Create User | This column displays the user ID of the person who created the client record. |
| 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. |
| 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. |
| 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 clients 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 text entered as notes about the client. |