Contact Export
Use the Contact Export report to download contact data to a Microsoft Excel spreadsheet file or other file format.
Contents
| Column | Description |
|---|---|
| Full Name | This column displays the contact's full name: Prefix, First Name, Middle Name, Last Name, Suffix. |
| Title | This column displays the contact's title (for example, Director, Project Manager, or CEO). |
| Type | This column displays the contact type: Client or Vendor. |
| Status | This column displays the contact's current status: Active or Inactive. |
| Source | This column displays the source of the contact (for example, specific conferences, trade shows, or the names of referring clients). |
| Other Phone | This column displays the contact's business telephone number. |
| Other Fax | This column displays the contact's business fax number. |
| Prefix | This column displays the contact's salutation (for example, Mr., Mrs., or Dr.). |
| First Name | This column displays the contact's first name. |
| Middle Name | This column displays the contact's middle name or initial. |
| Last Name | This column displays the contact's last name. |
| Suffix | This column displays the suffix from the contact's name (for example, Jr., Sr., Esq.). |
| Preferred Name | This column displays the name by which the contact prefers to be addressed. |
| Client Name | If the contact is a client, this column displays the client name. |
| Client Status | If the contact is a client, this column displays the current status of your relationship with the client: Active, Dormant, or Inactive. |
| Client Relationship | If the contact is a client, this column displays your relationship with the client (for example, Consultant, Prospective, or Existing). |
| Vendor Name | If the contact is a vendor, this column displays the vendor name. |
| This column displays the contact's email address. | |
| Is Mailing Address | This column indicates if the address is the contact's mailing address.
If the column contains Y (Yes), the address is the contact's other address or home address. If the column contains N (No), the address is one of the following:
|
| Mail Address 1 - 4 | This column displays the contact's address (street name and number, suite number, P.O. Box number). |
| Mail City | This column displays the city from the contact's address. |
| Mail State | This column displays the state from the contact's address. |
| Mail ZIP | This column displays the ZIP code from the contact's address. |
| Mail Country | This column displays the country from the contact's address. |
| Concatenated Address | This column displays the contact's other or home street address, city, state, and ZIP code. The report shows this information in a single column. |
| Other Address 1 - 4 | This column displays the contacts' other or home address (street name and number, suite number, P.O. box number, and so on). |
| Other City | This column displays the city from the contact's other address or home address. |
| Other State | This column displays the two-character abbreviation for the state from the contact's other address or home address. |
| Other Zip | This column displays the ZIP code from the contact's other address or home address. |
| Other Country | This column displays the country from the contact's other address or home address. |
| Pager | This column displays the contact's pager number. |
| Cell Phone | This column displays the contact's cellular phone number. |
| Home Phone | This column displays the contact's home telephone number. |
| Client Address Desc | If the contact is a client, this column displays the description of the client's address (for example, Company Headquarters, Main Office, or Northeast Office). |
| Concatenated Client Address | If the contact is a client, this column displays the client's street address, city, state, and ZIP code. The report shows this information in a single column. |
| Client Address 1 - 4 | If the contact is a client, this column displays the client's address information.
Client Address 1displays the client's name. Client Address 2, Client Address 3, and Client Address 4 display the client's address information (street name and number, suite number, postal box number, and so on). |
| Client City | If the contact is a client, this column displays the city from the client's address. |
| Client State | If the contact is a client, this column displays the two-character abbreviation for the state from the client's address. |
| Client Zip | If the contact is a client, this column displays the ZIP code from the client's address. |
| Client Country | If the contact is a client, this column displays the country from the client's address. |
| Client Phone | If the contact is a client, this column displays the client's telephone number. |
| Client Fax | If the contact is a client, this column displays the client's fax number. |
| Client Website | If the contact is a client, this column displays the client's Web site address (for example, www.deltek.com). |
| Vendor Address Desc | If the contact is a vendor, this column displays the description of the vendor's address (for example, Company Headquarters, Main Office, or Northeast Office). |
| Concatenated Vendor Address | If the contact is a vendor, this column displays the vendor's street address, city, state, and ZIP code. The report shows this information in a single column. |
| Vendor Address 1 - 4 | If the contact is a vendor, these columns display the vendor's address information (street name and number, suite number, postal box number, and so on). |
| Vendor City | If the contact is a vendor, this column displays the city from the vendor's address. |
| Vendor State | If the contact is a vendor, this column displays the two-character abbreviation for the state from the vendor's address. |
| Vendor Zip | If the contact is a vendor, this column displays the ZIP code from the vendor's address. |
| Vendor Country | If the contact is a vendor, this column displays the country from the vendor's address. |
| Vendor Phone | If the contact is a vendor, this column displays the vendor's telephone number. |
| Vendor Fax | If the contact is a vendor, this column displays the vendor's fax number. |
| Vendor Website | If the contact is a vendor, this column displays the vendor's Web site address (for example, www.deltek.com). |
| Create User | This column displays the user ID of the person who created the contact record in the Contact Info Center. |
| Create Date | This column displays the date on which the contact record was created. |
| Modify User | This column displays the user ID of the person who most recently modified the contact record. |
| Modify Date | This column displays the date on which the contact record was most recently modified. |
| Contact Notes | This column displays the text entered in the Notes field on the General tab of the Contact Info Center. |
| Client Memo | If the contact is a client, this column displays the text entered in the Notes field on the General tab of the Client Info Center for the client. |
| Vendor Specialty Desc | If the contact is a vendor, this column displays the description of the vendor's business specialty, or any other information related to the vendor, as specified on the vendor record. |
| Vendor Memo | If the contact is a vendor, this column displays text entered in the Memo field on the Accounting tab of the Vendor Info Center. |