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C&P X Data Dictionary: CLIENTS

Other files:

acc_periods
access_privs
accounts
addresses
ap
ar
ar_items
archived_jobs
asset_types
asset_files
asset_prefs
avail
billing_info
cal
calendar
change_items
change_order
checks
check_items
clients
contacts
costs
credit_card_prefs
date_count
depts
est_revs
f_preference
finance
global_vars
groups
history
history_client
history_vendor
home
int_items
je
jobs
job_order
job_task
job_types
media_briefs
media_est
media_est_items
media_items
media_plans
media_prefs
meetings
mlink
mlink_prefs
odbcusers
outbox
palm_cats
palm_jobs
palm_tasks
payments
payment_items
pc
pictures
po_items
po_template
prefs
print_specs
programs
projects
proposals
purchase_order
rates
recur_ap
retainers
sales_actions
sales_campaigns
sales_letters
schedule_chart
schedule_header
staff
statements
stations
status_codes
sub_classes
task_table
temp_tasks
thought
time_import
timecard
timeline
user_info
vendors
version
web_html
web_ip_log
web_log
web_prefs
web_users_log
working
worksheets
y1099

CLIENTS is the lookup file that contains client data, including all of the client's contact information (C_ADDRESS1-6 C_CONTACT1-4, C_PHONE), the client's billing information (C_RETAINER_BAL, C_TAX_RATE1-2), and also contains client aging data (C_CURR, C_30, C_60, C_90). This file also contains billing period amounts for use in the client statistics window.

See related data files: AR RETAINERS MEDIA_PLANS JOBS

Field Name:	Type:	Length:	Index:	Description:
C_SEQ	sequence		x	sequence #
C_NUM	national	10	x	client account number
C_ORG	national	40	x	organization name
C_ADDRESS1	char	50		address - line 1
C_ADDRESS2	char	50		address - line 2
C_ADDRESS3	char	50		address - line 3
C_ADDRESS4	char	50		address - line 4
C_CONTACT1	char	75		contact name 1
C_CONTACT2	char	75		contact name 2
C_CONTACT3	char	75		contact name 3
C_CONTACT4	char	75		contact name 4
C_PHONE1	char	20		contact name 1 phone
C_PHONE2	char	20		contact name 2 phone
C_PHONE3	char	20		contact name 3 phone
C_PHONE4	char	20		contact name 4 phone
C_TERMS	char	20		A/R payment terms (copied to invoices)
C_TYPE	char	10		client type
C_JOB_NUM	number	0dp		client's current job number
C_NOTE	char	2000		client account notes
C1	number	2dp		billings - period 1
C2	number	2dp		billings - period 2
C3	number	2dp		billings - period 3
C4	number	2dp		billings - period 4
C5	number	2dp		billings - period 5
C6	number	2dp		billings - period 6
C7	number	2dp		billings - period 7
C8	number	2dp		billings - period 8
C9	number	2dp		billings - period 9
C10	number	2dp		billings - period 10
C11	number	2dp		billings - period 11
C12	number	2dp		billings - period 12
C_ADDRESS5	char	50		address - line 5
C_ADDRESS6	char	50		address - line 6
C_JOB_ALERT	char	2000		pop-up warning when adding job
C_AR_ALERT	char	2000		pop-up warning when adding A/R
C_PAY_ALERT	char	2000		pop-up warning when adding payments
C_YTD	number	2dp		YTD billings
C_NOTES	char	2000		account notes
C_CURR	number	2dp		current balance
C_30	number	2dp		30-day balance
C_60	number	2dp		60-day balance
C_90	number	2dp		90-day balance
C_CREDIT_LIMIT	number	2dp		client's credit limit
C_LAST_AGING	short date	1980..2079		date of last aging
C_MARKUP	short num	2dp		default markup
C_RETAINER_BAL	number	2dp		retainer balance
C_RETAINER_CGL	number	2dp		default retainer G/L#
C_TAX_RATE1	number	4dp		sales tax rate
C_TAX_RATE2	number	4dp		sales tax rate 2
C_TAX_AREA	char	20		sales tax jurisdicition
C_TAX_GL1	Number	2 dp		sales tax cGL 1
C_TAX_GL2	Number	2 dp		sales tax cGL 2
C_BUDGET_1	Short num	2 dp		monthly budget amounts
C_BUDGET_2	Short num	2 dp		monthly budget amounts
C_BUDGET_3	Short num	2 dp		monthly budget amounts
C_BUDGET_4	Short num	2 dp		monthly budget amounts
C_BUDGET_5	Short num	2 dp		monthly budget amounts
C_BUDGET_6	Short num	2 dp		monthly budget amounts
C_BUDGET_7	Short num	2 dp		monthly budget amounts
C_BUDGET_8	Short num	2 dp		monthly budget amounts
C_BUDGET_9	Short num	2 dp		monthly budget amounts
C_BUDGET_10	Short num	2 dp		monthly budget amounts
C_BUDGET_11	Short num	2 dp		monthly budget amounts
C_BUDGET_12	Short num	2 dp		monthly budget amounts
C_BUDGET_YTD	Short num	2 dp		YTD budget amount
C_LAST_YEAR1	Short num	2 dp		last year's monthly billings
C_LAST_YEAR2	Short num	2 dp		last year's monthly billings
C_LAST_YEAR3	Short num	2 dp		last year's monthly billings
C_LAST_YEAR4	Short num	2 dp		last year's monthly billings
C_LAST_YEAR5	Short num	2 dp		last year's monthly billings
C_LAST_YEAR6	Short num	2 dp		last year's monthly billings
C_LAST_YEAR7	Short num	2 dp		last year's monthly billings
C_LAST_YEAR8	Short num	2 dp		last year's monthly billings
C_LAST_YEAR9	Short num	2 dp		last year's monthly billings
C_LAST_YEAR10	Short num	2 dp		last year's monthly billings
C_LAST_YEAR11	Short num	2 dp		last year's monthly billings
C_LAST_YEAR12	Short num	2 dp		last year's monthly billings
C_IN_HOUSE	Short int	(0 to 255)
C_AE	char	10		acct exec
C_BALN	Number	2 dp		balance due
C_BILL_RATE	Number	2 dp		special billing rate
C_FINANCE_CHG	Number	2 dp		monthly finance charge
C_FAX	char	20		fax number
C_LOGO	Short int	(0 to 255)		client's logo
C_DIVISION	char	10	x	division
C_TO1	char	10		print copies of A/R
C_TO2	char	10		print copies of A/R
C_TO3	char	10		print copies of A/R
C_TO4	char	10		print copies of A/R
C_TO5	char	10		print copies of A/R
C_COST_CENTER	char	20	x	client's cost center (copied to jobs)
C_RETAINER_DGL	Number	2 dp		retainer debit G/L#
C_RETAINER_PMTS	Number	2 dp		retainer payments from Client Payments
C_MEDIA_PLAN	Short num	0 dp		next media plan number
C_PO	char	15		client's standard PO number
C_BILL_ADDRESS1	char	50		billing address (copied to invoices)
C_BILL_ADDRESS2	char	50
C_BILL_ADDRESS3	char	50
C_BILL_ADDRESS4	char	50
C_BILL_ADDRESS5	char	50
C_BILL_ADDRESS6	char	50
C_ACTIVE	Short num	0 dp	x	0=Past client 1=Current client 2=Hot! lead 3=Prospect 4=Curious 5=Cold Call 10=Vendor
C_MEDIA_JNUM	char	10		default - media job number (for importing buys)
C_MEDIA_TASK	char	4		default - media job task
C_MEDIA_COMM	Short num	2 dp		default - media commission
C_MEDIA_EST_NUM	Number	0 dp		media estimate #
C_TEAM_ACCESS	Short int	(0 to 255)		restrict access to this team?
C_TEAM	char	10
C_MAIL_JOB_TO	char	2000		mail to initials
C_MAIL_JOB_MSG	char	2000
C_MAIL_JOB_CC	char	40
C_MAIL_JOB_BCC	char	40
C_MAIL_AR_TO	char	2000
C_MAIL_AR_MSG	char	2000
C_MAIL_AR_CC	char	40
C_MAIL_AR_BCC	char	40
C_MAIL_PMT_TO	char	2000
C_MAIL_PMT_MSG	char	2000
C_MAIL_PMT_CC	char	40
C_MAIL_PMT_BCC	char	40
C_UNBILLABLE	Short int	(0 to 255)		always unbillable?
C_PC	char	10
C_OA_PERIOD	Short int	(0 to 255)
C_OA_MTD	Number	2 dp
C_OA_YTD	Number	2 dp
C_OA_LABOR	Number	2 dp
C_URL	char	50		web address
C_EMAIL	char	100
C_MEDIA_DGL	Number	2 dp
C_MEDIA_DISC	Number	2 dp
C_SHIP_ADDRESS1	char	50
C_SHIP_ADDRESS2	char	50
C_SHIP_ADDRESS3	char	50
C_SHIP_ADDRESS4	char	50
C_SHIP_ADDRESS5	char	50
C_SHIP_ADDRESS6	char	50
C_CORP_ID	char	100		corporate client ID number
C_FIRST_CALL	Short date 1980..2079			date of first call/contact/activity with this account
C_LAST_CALL	Date and time	(#FDT)		date of last call/contact/activity with this account
C_CREDIT_HOLD	Short int	(0 to 255)		credit hold (can't add jobs)

LEGEND:

Type indicates whether a field contains characters (i.e., "char") which contains any combination of letters or numbers, numbers (which has a set number of decimal places), or integers (i.e., numbers that range from 0 to 255 only).

Length shows the size of a field. Character fields have lengths that are fixed, depending on their purpose. Description and note fields have a length of 32000, which make them variable-length; their actual size depends on how much data is entered into them.

Index indicates fields that are indexed in the database, which makes them key fields for finding and sorting data. For best performances on reporting and exporting, searches should made on index fields first.

Need help exporting? See the Exporting Data from Clients & Profits tech note.

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