C&P Data Dictionary: CLIENTS

Other files: ACCOUNTS AP AR AR_ITEMS BILLING_INFO CHANGE_ORDER CHECKS CHECK_ITEMS CLIENTS COSTS DEPTS GROUPS HISTORY HISTORY_CLIENT INT_ITEMS JE JOBS JOB_ORDER JOB_TASK JOB_TYPES MEDIA_EST MEDIA_EST_ITEMS MEDIA_ITEMS MEDIA_PLANS PAYMENTS PAYMENT_ITEMS PC PICTURES PO_ITEMS PO_TEMPLATE PRINT_SPECS PROGRAMS PROJECTS PURCHASE_ORDER RATES RECUR_AP RETAINERS STAFF STATIONS STATUS_CODES SUB_CLASSES TASK_TABLE VENDORS WEB_IP_LOG WEB_USERS WORKSHEETS

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 char 10 x client account number C_ORG char 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 date     date of last aging C_MARKUP number 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 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.