Customer

Internal ID: customer

Fields

Internal IDTypenlapiSubmitFieldLabelRequiredHelp
accessrole select false Role false Select the role you want to assign this customer. An administrator can create new Customer Center roles at <_TABNAME=EDIT_ROLE_> > <_TASKCATEGORY=EDIT_ROLE_> > Manage Roles.
accountnumber text true Account false If you assign accounts to your customers, enter an account number for this customer here.
alcoholrecipienttype select false Alcohol Recipient Type false FedEx requires that all packages containing alcohol are declared with the intended recipient type on the shipping note. This preference sets the default type for this customer.
altemail email true Alt. E-mail false Enter an alternate email address for this customer. If you use the Capture Email Replies, email sent with the alternate email address are automatically attached to the customer record.
altphone phone true Alt. Phone false If applicable, enter an alternate phone number for this record.
autoname checkbox false Auto false
balance currency false Balance false The customer's current accounts receivable balance due appears here. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.
billaddr1 text false false
billaddr2 text false false
billaddr3 text false false
billcity text false false
billcountry text false false
billpay checkbox false Enable Online Bill Pay false In order to send this customer payments online, check this box. You must follow the setup procedure in the help topic "Setting Up Payees" before you can use this feature.
billstate text false false
billzip text false false
buyingreason select true Buying Reason false Choose the prospect or customer's reason for buying from your company. You can create additional options for this field at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists.
buyingtimeframe select true Buying Time Frame false Select the time frame for the prospect or customer to purchase. You can create additional options for this field at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists.
campaigncategory select false Campaign Category false Select the type of campaign used with this customer. You can create campaign categories at <_TABNAME=EDIT_CAMPAIGNCATEGORY_> > <_TASKCATEGORY=EDIT_CAMPAIGNCATEGORY_> > Campaign Categories > New.
category select true Category false You can select the category that applies to this customer. To add choices to this list, go to <_TABNAME=EDIT_ACCOUNTINGOTHERLIST_> > <_TASKCATEGORY=EDIT_ACCOUNTINGOTHERLIST_> > Accounting Lists > New > Customer Category. For example, you might create categories of wholesale and retail.
clickstream text false Clickstream (1st Visit) false This field lists the pages this customer visited on his or her first visit to your Web site in chronological order.
comments textarea true Comments false Enter any other information you wish to track for this customer.
companyname text true Company Name false Enter the legal name of the customer. If you use Auto-Generated Numbering, it is important that you enter the customer's name here, as the Customer Name field fills with the number or code for this record. This field is required for the Online Bill Pay feature.
consolbalance currency false Consolidated false The current accounts receivable balance due for the customer-subcustomer hierarchy this customer is a part of is shown here.
consoldaysoverdue integer false Consolidated false This field shows the number of days overdue the consolidated overdue balance is.
consoldepositbalance currency false Consolidated false This field displays the total amount of unapplied deposits for the customer-subcustomer hierarchy this customer is a member of. Deposits are recorded in the general ledger, as a liability, when the customer makes an advance payment before delivery of goods or services. A deposit balance exists until the goods or services are delivered. Deposits do not affect the customer's accounts receivable balance.
consoloverduebalance currency false Consolidated false This field shows the consolidated total owed for open transactions for this customer-subcustomer hierarchy that are past their due date based on the invoice terms. Note: For open transactions that do not have a due date, the transaction date is used as the due date to calculate this total.
consolunbilledorders currency false Consolidated false This field displays the total amount of orders that have been entered but not yet billed for the customer-subcustomer hierarchy this customer is a part of. If you have enabled the preference Customer Credit Limit Includes Orders, then this total is included in credit limit calculations. Set this preference at <_TABNAME=ADMI_ACCTSETUP_> > <_TASKCATEGORY=ADMI_ACCTSETUP_> > Set Up Accounting > General.
contact select false Primary Contact false
creditholdoverride select false Hold false Select one of the following: * Select Auto if you want this customer's credit status to follow the rules you set at Setup > Accounting > Accounting Preferences. * Select On to manually apply a credit hold on this customer. * Select Off to manually remove a credit hold on this customer.
creditlimit poscurrency false Credit Limit false Enter a credit limit to define the maximum currency amount the customer is allowed to accrue in outstanding receivables. When you meet or exceed this customer's limit while you are entering transactions, NetSuite can warn you or block the transaction. To set preferences for credit limit handling, an administrator must go to <_TABNAME=ADMI_ACCTSETUP_> > <_TASKCATEGORY=ADMI_ACCTSETUP_> > Set Up Accounting > General > Customer Credit Limit Handling. For more information, click Help at the top of the page and search for Customer Credit Limits and Holds.
currency select true Currency true Select the currency this customer conducts business in. This customer's currency cannot be changed after transactions for this customer have been saved. All transactions involving this customer are conducted in this currency. Transaction figures are converted to your base currency in registers and on reports. If you use the Multi-Currency Customers feature, select the customer's primary currency in this field. The primary currency is the default currency on transactions and is used to display balance information for this customer. You can enter other transaction currencies on the Currencies subtab under the Financial subtab. Subcustomers are assigned the same currency as the parent customer. You can change the currency (or primary) currency at any time as long as the customer is not also have a vendor, partner, or other name record. Also, if you change the currency, you must re-enter the customer credit limit in the new currency. You can create new currency records at <_TABNAME=EDIT_CURRENCY_> > <_TASKCATEGORY=EDIT_CURRENCY_> > Currencies.
currencyprecision text false Currency Precision false
customform select false Custom Form true Select the form you want to use to enter this record. Select Standard Customer Form to continue using this form, select a custom customer form you have already created, or select New to create a custom customer form.
datecreated datetime false Date Created false In this field, NetSuite automatically records the date you created this record.
daysoverdue integer false Days Overdue false The number of days overdue this balance is overdue is shown here.
defaultaddress address false Address false This field automatically shows the default billing address that you enter and add using the Address subtab.
defaultbankaccount select false Bank Account false
defaultorderpriority float false Default Order Priority false Enter a number to designate the priority for this customer.
depositbalance currency false Deposit Balance false The Customer Deposit Balance field displays the total amount of unapplied deposits for the customer. Deposits are recorded in the general ledger, as a liability, when the customer makes an advance payment before delivery of goods or services. A deposit balance exists until the goods or services are delivered. Deposits do not affect the customer's accounts receivable balance. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.
draccount select false Deferred Revenue Reclassification Account false Select the deferred revenue account to use by default to post revenue reclassification amounts generated by revenue reclassification journal entries for this customer. You can override this account on a sales order for this customer.
email email false E-Mail false
emailpreference select true E-Mail Preference false You can see your default email setting at Home > Set Preferences. You can choose a different method to send forms here. If you select HTML, be sure this customer has an email program that allows HTML viewing.
emailtransactions checkbox true Email false Set a preferred transaction delivery method for this customer. Choose to send transactions by regular mail, by email, by fax, or by a combination of the three. Then, when you select the customer on a transaction, their preferred delivery method is marked by default. * Email &#x2013; Check this box to check the To Be Emailed box by default on transactions when this customer is selected. * Print &#x2013; Check this box to check the To Be Printed box by default on transactions when this customer is selected. * Fax &#x2013; Check this box to check the To Be Faxed box by default on transactions when this customer is selected. Once you enter these settings on the customer record, these boxes are checked by default for transactions created from the customer record or for transactions that are copied or converted. Note: These settings override any customized settings on transaction forms you use. There are also preferences to set default values for new customer records at Setup > Company > Preferences > Printing, Fax,& Email Preferences. On the Print subtab, Fax subtab, or Email subtab, check Customers Default to [Print/Fax/Email] Transactions. You can also set these fields using the Mass Update function. Go to Lists > Mass Updates > Mass Updates > General and click Customer.
enddate date true End Date false If you have a contract with this customer, enter the end date here. If you are entering a job record, enter the projected end date of the job here.
entityid text true Customer ID true Enter the name of this customer, prospect or lead the way it should appear in all lists and on the Pay to the Order of line of checks. This field is required for the Online Bill Pay feature. If you use Auto-Generated Numbering, the customer number or code fills here. Enter the customer name in the Company Name field.
entitystatus select true Status true Select the status of this customer or potential customer. A lead status creates a lead record. A prospect status creates a prospect record. A customer status creates a customer record. If this is a job record, select the status of this job's progress: Awarded, Not Awarded, Closed, In Progress or Pending. You can create a new customer status at <_TABNAME=LIST_CUSTOMERSTATUS_> > <_TASKCATEGORY=LIST_CUSTOMERSTATUS_> > Customer Statuses > New.
estimatedbudget currency true Estimated Budget false Enter the estimated budget the prospect or customer has for this opportunity.
externalid text false ExternalId false
fax phone true Fax false Enter a fax number for this record. You should enter the fax number exactly as it must be dialed. If a '1' is required to fax to this number, be sure to include it at the beginning of the number. The number you enter here automatically appears in the To Be Faxed field of transactions when you select this customer. To fax NetSuite forms, an administrator must first set up fax service at Setup > Set Up Printing, Fax and E-mail > Fax.
faxtransactions checkbox true Fax false Set a preferred transaction delivery method for this customer. Choose to send transactions by regular mail, by email, by fax, or by a combination of the three. Then, when you select the customer on a transaction, their preferred delivery method is marked by default. * Email &#x2013; Check this box to check the To Be Emailed box by default on transactions when this customer is selected. * Print &#x2013; Check this box to check the To Be Printed box by default on transactions when this customer is selected. * Fax &#x2013; Check this box to check the To Be Faxed box by default on transactions when this customer is selected. Once you enter these settings on the customer record, these boxes are checked by default for transactions created from the customer record or for transactions that are copied or converted. Note: These settings override any customized settings on transaction forms you use. There are also preferences to set default values for new customer records at Setup > Company > Preferences > Printing, Fax,& Email Preferences. On the Print subtab, Fax subtab, or Email subtab, check Customers Default to [Print/Fax/Email] Transactions. You can also set these fields using the Mass Update function. Go to Lists > Mass Updates > Mass Updates > General and click Customer.
firstname text false Name false Enter this customer's name.
firstvisit datetime false Date of First Visit false This is the date this customer first viewed your Web site.
fxaccount select false Foreign Currency Adjustment Revenue Account false Select the revenue account to use by default to post foreign currency adjustments that result when exchange rates are different for billing and revenue postings for this customer. You must select an income account. You can override this account on a sales order for this customer.
giveaccess checkbox false Give Access false Check this box to assign your customer the Customer Center role. This role gives a customer access to view estimates, orders, invoices and payments. You must also assign a password and email address for the customer to log in.
globalsubscriptionstatus select false Global Subscription Status false Email recipients can have one of four subscription statuses: * Confirmed Opt-In - When an email recipient has indicated that they want to receive your campaign and bulk merge email, they are assigned this subscription status. Only a recipient can set his or her subscription status to Confirmed Opt-In. * Soft Opt-In - Recipients with this status can receive opt-in messages that enable them to confirm whether or not they want to receive your email campaigns as well as bulk email. You can set a recipient&#x2019;s status to Soft Opt-In manually or through a mass update. * Soft Opt-Out - Recipients with this status cannot receive campaign or bulk email messages but can receive opt-in messages. You can change this subscription status to Soft Opt-In manually or through a mass update. * Confirmed Opt-Out - Only the recipient can set their subscription status to Confirmed Opt-Out. Recipients with this status cannot receive email campaigns, bulk email, or opt-in messages. Recipients with this status can only opt in again through the Customer Center or by clicking the link in an email message they have received prior to opting out.
homephone phone true Home Phone false Enter a home phone number for this person.
image select false Image false Select an image from your file cabinet to attach to this record. Select -New- to upload a new image from your hard drive to your file cabinet in a new window.
isbudgetapproved checkbox true Budget Approved false Check this box if the customer's budget has been approved.
isinactive checkbox true Inactive false When you check this box, this customer will no longer appear on customer, prospect or lead list unless you check the Show Inactives box at the bottom of the list page. This customer's name will also no longer appear in other dropdown lists containing customers, and the customer will no longer have access to NetSuite or be able to sign into your Web store.
isjob text false false
isperson radio true Company false Choose the type of customer record you are creating by selecting Company or Individual in the Type field. This selection determines which fields and subtabs are used on this record.
keywords text false Search Engine Keywords (1st Visit) false If this customer was referred to your Web site by a search engine on the first visit, this field lists the keywords the customer used with the search engine.
language select false Language false Select this customer's preferred language. This determines the language used on printed transaction forms. In order to provide translated item names and descriptions, an administrator must select this language at <_TABNAME=ADMI_GENERAL_> > <_TASKCATEGORY=ADMI_GENERAL_> > > Languages.
lastmodifieddate datetime false Last Modified Date false
lastname text false false Optionally enter a last name here.
lastpagevisited text false Last Page Visited false This field displays the last page this customer viewed on his or her most recent visit to your Web site.
lastvisit datetime false Date of Last Visit false This is the date this customer most recently visited your Web site.
leadsource select false Lead Source false Select how this customer was referred to you. If you do not use the Marketing Automation feature, you can create new leads sources at <_TABNAME=EDIT_CRMOTHERLIST_> > <_TASKCATEGORY=EDIT_CRMOTHERLIST_> > CRM Lists > New > Lead Source. If you have enabled the Marketing Automation feature, this field fills with the names of your campaigns, and you can not create new lead sources at <_TABNAME=EDIT_CRMOTHERLIST_> > <_TASKCATEGORY=EDIT_CRMOTHERLIST_> > CRM Lists. Instead, create new campaigns at <_TABNAME=EDIT_CAMPAIGN_> > Campaigns > New.
middlename text false false
mobilephone phone false Mobile Phone false Enter a mobile or cell phone number for this person.
monthlyclosing select true Monthly Closing Date true
negativenumberformat select false Negative Number Format false Select the customer&#x2019;s negative number format preference, if any. The format controls whether the negative number is preceded by the minus sign (-) or is enclosed in parentheses ( ).
numberformat select false Number Format false Select the customer&#x2019;s positive number format preference, if any. The format controls the thousands separator and decimals display.
openingbalance currency false Opening Balance false Enter the opening balance of this customer's account.
openingbalanceaccount select false Opening Balance Account false Select the account this opening balance is applied to.
openingbalancedate date false Opening Balance Date false Enter the date of the balance entered in the Opening Balance field.
overduebalance currency false Overdue Balance false The Overdue field shows the total amount owed for open transactions that are past their due date based on the invoice terms. Note: For open transactions that do not have a due date, the transaction date is used as the due date to calculate this total. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.
parent select false Child Of false If this customer is subcustomer of another customer or a smaller entity of another customer, select the larger parent customer here. If you select a parent customer in this field, this record will show indented under the parent customer in the Customers list.
partner select false Partner false Identify a partner responsible for referring this customer or potential customer to you. When you select a partner on a customer record, that customer can only use promotion codes associated with that partner.
password password false Password false Assign a password to allow this customer access to NetSuite. As of Version 2014 Release 1, for customers assigned only the Customer Center role, the password must be at least 6 characters long. For customers assigned any other role, the password must meet the criteria for that role. See the topic NetSuite Password Requirements in the NetSuite Help Center for more information. Note that when customers register in your Web site, the passwords they enter are saved here.
password2 password false Confirm Password false Re-enter the customer's password for verification.
phone phone true Phone false
phoneticname text false Furigana false Enter the furigana character you want to use to sort this record.
prefccprocessor select false Pref. CC Processor false Select the preferred credit card processor for this credit card. You can enter new credit card processors at <_TABNAME=ADMI_CREDCARD_> > <_TASKCATEGORY=ADMI_CREDCARD_> > Set Up Credit Card Processing. When this customer chooses this credit card in an order placed in your Web site, this credit card processor is used to process the order.
pricelevel select false Price Level false If you want to sell to a customer at a specific price level, select one from the list. You can add multiple price levels to an item by clicking the Lists tab. Under the Accounting heading, click Items, and click Edit next to each item you want to set multiple prices for.
printoncheckas text false Print on Check As false What you enter here prints on the Pay to the Order of line of a check instead of what you entered in the Customer field.
printtransactions checkbox true Print false Set a preferred transaction delivery method for this customer. Choose to send transactions by regular mail, by email, by fax, or by a combination of the three. Then, when you select the customer on a transaction, their preferred delivery method is marked by default. * Email &#x2013; Check this box to check the To Be Emailed box by default on transactions when this customer is selected. * Print &#x2013; Check this box to check the To Be Printed box by default on transactions when this customer is selected. * Fax &#x2013; Check this box to check the To Be Faxed box by default on transactions when this customer is selected. Once you enter these settings on the customer record, these boxes are checked by default for transactions created from the customer record or for transactions that are copied or converted. Note: These settings override any customized settings on transaction forms you use. There are also preferences to set default values for new customer records at Setup > Company > Preferences > Printing, Fax,& Email Preferences. On the Print subtab, Fax subtab, or Email subtab, check Customers Default to [Print/Fax/Email] Transactions. You can also set these fields using the Mass Update function. Go to Lists > Mass Updates > Mass Updates > General and click Customer.
receivablesaccount select false Default Receivables Account false Choose the A/R account to use by default on receivables transactions for this customer. If you select Use System Preference, the account selected at <_TABNAME=ADMI_ACCTSETUP_> > <_TASKCATEGORY=ADMI_ACCTSETUP_> > Accounting Preferences > Items/Transactions in the Default Receivables Account field is used as this customer's default.
referrer text false Referrer (1st Visit) false This field diplays the URL for the site the customer used to first access your Web site. For example, if this customer clicked a link to your site from the results of a search engine, the URL is provided for the results of that search.
reminderdays posinteger false Reminder Days false Enter how many days before the end date you want to be reminded that this customer's contract or job service needs renewing. You can set the reminder to appear in the Reminders portlet on your Home, Lists and Transactions pages by clicking Customize Page on each page. On the Layout tab, click the Right Side Content subtab, and check the Reminders box. Then click the Reminders subtab, and check the Customers to Review box. Click Save.
representingsubsidiary select false Represents Subsidiary false Indicates that this entity is an intercompany customer. Select the subsidiary this customer represents as a buyer in intercompany transactions.
resalenumber text false Resale Number false If you do not collect sales tax from this customer because your merchandise will be resold, enter your customer's appropriate tax license number here.
salesgroup select false Choose Team false Select a sales team to associate with this record. You To create a sales team, go to <_TABNAME=EDIT_CRMGROUP_> > <_TASKCATEGORY=EDIT_CRMGROUP_> > New > Select Sales Team Members.
salesreadiness select true Sales Readiness false Choose how close the prospect or customer is to purchasing. You can create additional options for this field at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists.
salesrep select false Sales Rep false This field shows the sales rep assigned to this record. You can choose Reassign Using Territories if you want to reassign this record according to current sales territories. If you use the Team Selling feature, the primary sales rep from the team assigned to this customer is shown here along with the primary rep's contribution percentage for this customer. If the Sales Rep box is checked on your employee record, you will default as the sales rep on new customer records you create, even if you are not logged in with a sales role.
salutation text true Mr./Ms... false Enter the title of this person, such as Mr., Mrs., Ms., Dr., Rev., etc.
sendemail checkbox false Send Notification E-mail false Check this box to notify this customer automatically by email when you give them new access to NetSuite. If you leave this check box blank, you need to tell this person how to log in. For security, the e-mail will not disclose the password. You need to contact your customer with this information.
shipcomplete checkbox false Ship Complete false Check this box if you only want to ship orders to this customer when they are completely fulfilled.
shippingcarrier select false Carrier false
shippingitem select true Shipping Item false Select a default shipping method for this customer. This shipping method will be selected by default on transactions when you select this customer's name. You can create new shipping items at <_TABNAME=EDIT_SHIPITEM_> > <_TASKCATEGORY=EDIT_SHIPITEM_> > Shipping Items > New.
stage text false false
startdate date true Start Date false Enter the date this person or company became a customer, lead or prospect. If this person or company has a contract with you, enter the start date of the contract. If you enter an estimate or an opportunity for this customer, this field will be updated with the date of that transaction.
strength text false Password Strength false
subsidiary select false Subsidiary true Select the subsidiary to associate with this entity or job. You cannot enter transactions for this entity or job unless a subsidiary is assigned. If you select this entity on a transaction, the transaction is associated with this subsidiary. The entity is able to access only information associated with this subsidiary. Note: Once a transaction has posted for the entity or job, you are not able to change the subsidiary selected on the entity or job record.
syncpartnerteams checkbox false Update Transactions false Check this box if you want to update this customer's transactions to reflect the changes you make to the partner team.
syncsalesteams checkbox false Update Transactions false
taxable checkbox false Taxable false Place a check mark in this box if this customer pays sales tax. Clear this box if this customer is not taxable. Note that if there is a value entered in the Tax Item field, the Tax IItem value applies, even if the Taxable box is clear. NetSuite determines that a customer is not taxable only if the Taxable box is clear and the Tax Item field is empty. To have customers default to taxable, go to Setup > Accounting > Setup Tasks > Set Up Taxes, check the Customers Default to Taxable box, and click Save.
taxexempt checkbox false PST Exempt false
taxfractionunit select false Tax Rounding Precision false
taxitem select false Tax Item false Select the standard tax code associated with this customer. A tax code is a tax that you, as a vendor, collect from your customers at one certain rate and pay to one tax agency. You can change this for any individual sale. You can create new tax codes at <_TABNAME=EDIT_TAXITEM_> > <_TASKCATEGORY=EDIT_TAXITEM_> > Tax Codes > New.
taxrounding select false Tax Rounding Method false
terms select false Terms false Select the standard account terms for this customer's invoices. You can always change terms for any individual sale, however. To add choices to this list, go to <_TABNAME=EDIT_ACCOUNTINGOTHERLIST_> > <_TASKCATEGORY=EDIT_ACCOUNTINGOTHERLIST_> > Accounting Lists > New > Term.
territory select false Territory false Select the sales territory this customer or potential customer belongs in. To set up sales territories, create rules by going to <_TABNAME=LIST_CUSTOMERFIELDRULE_> > <_TASKCATEGORY=LIST_CUSTOMERFIELDRULE_> > New, and then group rules together by going to <_TABNAME=LIST_SALESTERRITORY_> > <_TASKCATEGORY=LIST_SALESTERRITORY_> > New.
thirdpartyacct text false 3rd Party Billing Account Number false Enter this customer&#x2019;s FedEx&#xae; or UPS&#xae; account number in the 3rd Party Billing Account Number field. This account number is used if you select Consignee Billing on item fulfillments using UPS or select Bill Recipient on item fulfillments using FedEx.
thirdpartycarrier select false 3rd Party Billing Carrier false
thirdpartycountry select false 3rd Party Billing Country false Select the country associated with the customer&#x2019;s UPS or FedEx account number.
thirdpartyzipcode text false 3rd Party Billing Zip false Enter the zip code associated with the customer&#x2019;s UPS or FedEx account number.
title text false Job Title false Enter the job title for this person's position at his or her company.
unbilledorders currency false Unbilled Orders false This field displays the total amount of orders that have been entered but not yet billed. If you have enabled the preference Customer Credit Limit Includes Orders, then this total is included in credit limit calculations. Set this preference at <_TABNAME=ADMI_ACCTSETUP_> > <_TASKCATEGORY=ADMI_ACCTSETUP_> > Set Up Accounting > General. If you use the Multiple Currencies feature, the amount in this field is shown in the customer's currency.
unsubscribe select false Unsubscribe from Campaigns false
url url true Web Address false Enter the URL associated with this customer.
vatregnumber text false Tax Reg. Number false Enter this customer's tax registration number.
visits integer false Number of Visits false This field displays the total number of visits this customer has made to your Web site. A new visit is counted after the customer leaves your site and returns.
weblead text false Web Lead false This field is set to Yes if this lead, prospect, or customer record was created as a result of registering through your Web site.

Sublists

addressbook - Address

Internal IDTypeLabelRequired
addr1 text Address 1 false
addr2 text Address 2 false
addr3 text false
addressbookaddress summary Edit false
addressee text Addressee false
addressid text false
addrtext address Address false
attention text Attention false
city text City false
country select Country false
defaultbilling checkbox Default Billing false
defaultshipping checkbox Default Shipping false
displaystate text State/Province false
dropdownstate select false
id integer ID false
internalid integer false
isresidential checkbox Residential Address false
label text Label false
override checkbox Override false
phone phone Phone false
state text State/Province false
zip text Zip false

contactroles - Contacts

Internal IDTypeLabelRequired
contact select Contact false
email email Email false
giveaccess checkbox Access false
passwordconfirm password Confirm Password false
role select Role false
sendemail checkbox Notify false
strength text Password Strength false

creditcards - Credit Cards

Internal IDTypeLabelRequired
cardstate select Card State false
ccdefault checkbox Default Credit Card false
ccexpiredate mmyydate Expiration Date false
ccmemo text Memo false
ccname text Cardholder Name false
ccnumber ccnumber Credit Card Number true
customercode text Customer Code false
debitcardissueno text Issue No. false
internalid integer ID false
paymentmethod select Credit Card Type true
statefrom datetime State From false
validfrom ccvalidfrom Valid From / Start Date (MM/YYYY) false

currency - Currencies

Internal IDTypeLabelRequired
balance currency Balance false
consolbalance currency Consolidated false
consoldepositbalance currency Consolidated false
consoloverduebalance currency Consolidated false
consolunbilledorders currency Consolidated false
currency select Currency true
currencyformatsample text Format Sample false
depositbalance currency Deposit Balance false
displaysymbol text Symbol false
overduebalance currency Overdue Balance false
overridecurrencyformat checkbox Override Currency Format false
symbolplacement select Symbol Placement false
unbilledorders currency Unbilled Orders false

download - Downloads

Internal IDTypeLabelRequired
expiration date Expiration Date false
file select Attach File false
licensecode textarea License Code false
remainingdownloads integer Remaining Downloads false

grouppricing - Group Pricing

Internal IDTypeLabelRequired
group select Pricing Group true
level select Price Level true

itempricing - Item Pricing

Internal IDTypeLabelRequired
currency select Currency false
item select Item true
level select Price Level true
price currency2 Unit Price false

partners - Partners

Internal IDTypeLabelRequired
contribution percent Contribution % true
customer text false
id text false
isprimary checkbox Primary false
partner select Partner true
partnerrole select Partner Role false

salesteam - Sales Team

Internal IDTypeLabelRequired
contribution percent Contribution % true
customer text false
employee select Employee true
id text false
isprimary checkbox Primary false
issalesrep text false
salesrole select Sales Role true

subscriptions - Subscriptions

Internal IDTypeLabelRequired
lastmodifieddate datetime Last Modified false
subscribed checkbox Subscribed false
subscription select Subscription false

Tabs

NameLabel
access Access
address Address
custom Custom
financial Financial
general General
info Info
marketing Marketing
qualification Qualification
sales Sales
support Support
workflow Workflow

Search Joins

Join IDJoin DescriptionActual Join Name
billingschedule Billing Schedule Billing Schedule
campaignresponse Campaign Response Campaign
contact Contact Contact
contactprimary Contact (Primary) Contact
job Job Job
leadsource Lead Source Campaign
messages Messages Message
messagesfrom Messages From Message
messagesto Messages To Message
parentcustomer Parent Customer Customer
partner Partner Partner
salesrep Sales Rep Employee
subcustomer Sub Customer Customer
task Task Task
toplevelparent Top Level Parent Customer
websitecategory Web Site Category Presentation Category

Search Filters

Internal IDTypeLabel
accountnumber text Account
address textarea Address
addressee text Addressee
addresslabel text Address Label
addressphone phone Address Phone
attention text Attention
availableoffline checkbox Always Available Offline
balance currency Balance
billaddress textarea Billing Address
boughtamount currency Total Amount Purchased
boughtdate date Purchase Dates
buyingreason select Buying Reason
buyingtimeframe select Buying Time Frame
category select Category
cccustomercode text CC Customer Code
ccdefault checkbox Default Credit Card
ccexpdate date CC Expire Date
ccholdername text Credit Cardholder Name
ccnumber ccnumber Credit Card Number
cctype select Credit Card Type
city text City
classbought multiselect Class
comments textarea Comments
companyname text Company Name
consolbalance currency Consolidated Balance
consoldaysoverdue integer Consolidated Days Overdue
consoldepositbalance currency Consolidated Deposit Balance
consoloverduebalance currency Consolidated Overdue Balance
consolunbilledorders currency Consolidated Unbilled Orders
contact text Contact
contribution integer Contribution %
conversiondate date Conversion Date
country select Country
county text County/State
credithold select Credit Hold
creditholdoverride checkbox Override Credit Hold Off
creditlimit currency Credit Limit
currency select Currency
custstage select Parent Stage
custstatus select Parent Status
dateclosed datetime Date Closed
datecreated datetime Date Created
daysoverdue integer Days Overdue
defaultorderpriority text Default Order Priority
depositbalance currency Deposit Balance
deptbought multiselect Department
draccount select Deferred Revenue Reclassification Account
email text Email
emailpreference select Email Preference
emailtransactions checkbox Email Transactions
enddate date End Date
entityid text Name/ID
entitystatus select Status
estimatedbudget currency Estimated Budget
explicitconversion checkbox Explicit Conversion
externalid select External ID
externalidstring text External ID (Text)
fax phone Fax
faxtransactions checkbox Fax Transactions
firstname text First Name
firstorderdate date Date of First Order
firstsaledate date Date of First Sale
formuladate date Formula (Date)
formulanumeric float Formula (Numeric)
formulatext text Formula (Text)
fxaccount select Foreign Currency Adjustment Revenue Account
fxbalance currency Balance (Foreign Currency)
fxconsolbalance currency Consolidated Balance (Foreign Currency)
fxconsolunbilledorders currency Consolidated Unbilled Orders (Foreign Currency)
fxunbilledorders currency Unbilled Orders (Foreign Currency)
giveaccess checkbox Login Access
globalsubscriptionstatus select Global Subscription Status
group multiselect Group
grouppricinglevel select Group Pricing Level
hasduplicates checkbox Duplicate
image image Image
internalid select Internal ID
internalidnumber integer Internal ID (Number)
isbudgetapproved checkbox Budget Approved
isdefaultbilling checkbox Default Billing Address
isdefaultshipping checkbox Default Shipping Address
isinactive checkbox Inactive
isjob checkbox Is Job
isperson checkbox Is Individual
isreportedlead checkbox Included in Lead Reports
isshipaddress checkbox Residential Address
itempricinglevel select Item Pricing Level
itempricingunitprice currency Item Pricing Unit Price
itemsbought multiselect Items Purchased
itemsordered multiselect Items Ordered
jobenddate date Actual End Date
jobestcost currency Estimated Cost
jobestenddate date Projected End Date
jobestrevenue currency Estimated Revenue
jobpctcomplete integer Percent Complete
jobstartdate date Start Date
jobstatus select Job Status
jobtype select Job Type
language select Language
lastmodifieddate datetime Last Modified
lastname text Last Name
lastorderdate date Date of Last Order
lastsaledate date Date of Last Sale
leaddate datetime Lead Date
leadsource select Lead Source
level select Level
locationbought multiselect Location
manualcredithold checkbox Override Credit Hold On
merchantaccount select Credit Card Processor
middlename text Middle Name
monthlyclosing select Monthly Closing Date
oncredithold checkbox On Credit Hold
onlineformdate date Online Form History - Form Date
onlineformleadsource select Online Form History - Lead Source
onlineformname select Online Form History - Form Name
orderedamount currency Total Amount Ordered
ordereddate date Order Dates
otherrelationships multiselect Other Relationships
overduebalance currency Overdue Balance
parent select Sub of
parentitemsbought multiselect Items or Sub-Items Purchased
parentitemsordered multiselect Items or Sub-Items Ordered
partner select Partner
partnercontribution integer Partner Contribution %
partnerrole select Partner Role
partnerteammember select Partner Team Member
pec text PEC
permission select Permission
phone phone Phone
phoneticname text Phonetic Name
pricelevel select Price Level
pricinggroup select Pricing Group
pricingitem select Pricing Item
printtransactions checkbox Print Transactions
prospectdate datetime Prospect Date
pstexempt checkbox PST Exempt
receivablesaccount select Default Receivables Account
reminderdate date Renewal Reminder Date
representingsubsidiary select Represents Subsidiary
resalenumber text Resale Number
role select Role
salesreadiness select Sales Readiness
salesrep select Sales Rep
salesteammember select Sales Team Member
salesteamrole select Sales Team Role
salutation text Mr./Mrs...
shipaddress textarea Shipping Address
shipcomplete checkbox Ship Complete
shippingcarrier select Shipping Carrier
shippingitem select Shipping Item
stage select Stage
startdate date Start Date
state select State/Province
subsidbought multiselect Subsidiaries Bought
subsidiary select Subsidiary
taxable checkbox Taxable
terms select Terms
territory select Territory
title text Job Title
type select Entity Type
unbilledorders currency Unbilled Orders
url url Web Address
vatregnumber text Tax Number
weblead checkbox Web Lead
zipcode text Zip

Search Columns

Internal IDTypeLabel
accountnumber text Account
address text Address
address1 text Address 1
address2 text Address 2
address3 text Address 3
addressee text Addressee
addressinternalid text Address Internal ID
addresslabel text Address Label
addressphone text Address Phone
altcontact text Alt. Contact
altemail email Alt. Email
altname text Name
altphone phone Office Phone
attention text Attention
availableoffline checkbox Always Available Offline
balance currency Balance
billaddress text Billing Address
billaddress1 text Billing Address 1
billaddress2 text Billing Address 2
billaddress3 text Billing Address 3
billaddressee text Billing Addressee
billattention text Billing Attention
billcity text Billing City
billcountry select Billing Country
billcountrycode text Billing Country Code
billphone text Billing Phone
billstate select Billing State/Province
billzipcode text Billing Zip
buyingreason text Buying Reason
buyingtimeframe text Buying Time Frame
category select Category
cccustomercode text CC Customer Code
ccdefault checkbox Default Credit Card
ccexpdate mmyydate CC Expire Date
ccholdername text Credit Cardholder Name
ccinternalid text Credit Card Internal ID
ccnumber ccnumber Credit Card Number
cctype select Credit Card Type
city text City
comments text Comments
companyname text Company Name
consolbalance currency Consolidated Balance
consoldaysoverdue integer Consolidated Days Overdue
consoldepositbalance currency Consolidated Deposit Balance
consoloverduebalance currency Consolidated Overdue Balance
consolunbilledorders currency Consolidated Unbilled Orders
contact select Primary Contact
contribution percent Contribution %
contributionprimary percent Primary Sales Rep Contribution %
conversiondate date Conversion Date
country select Country
countrycode text Country Code
credithold select Credit Hold
creditholdoverride checkbox Override Credit Hold Off
creditlimit currency Credit Limit
currency select Currency
dateclosed datetime Date Closed
datecreated datetime Date Created
daysoverdue integer Days Overdue
defaultorderpriority text Default Order Priority
depositbalance currency Deposit Balance
draccount text Deferred Revenue Reclassification Account
email email Email
emailpreference select Email Preference
emailtransactions checkbox Email Transactions
enddate date End Date
entityid text Name
entitynumber integer Number
entitystatus select Status
estimatedbudget currency Estimated Budget
explicitconversion checkbox Explicit Conversion
externalid select External ID
fax text Fax
faxtransactions checkbox Fax Transactions
firstname text First Name
firstorderdate date Date of First Order
firstsaledate date Date of First Sale
formulacurrency currency Formula (Currency)
formuladate date Formula (Date)
formuladatetime datetime Formula (Date/Time)
formulanumeric float Formula (Numeric)
formulapercent percent Formula (Percent)
formulatext text Formula (Text)
fxaccount text Foreign Currency Adjustment Revenue Account
fxbalance currency Balance (Foreign Currency)
fxconsolbalance currency Consolidated Balance (Foreign Currency)
fxconsolunbilledorders currency Consolidated Unbilled Orders (Foreign Currency)
fxunbilledorders currency Unbilled Orders (Foreign Currency)
giveaccess checkbox Login Access
globalsubscriptionstatus select Global Subscription Status
grouppricinglevel text Group Pricing Level
hasduplicates checkbox Duplicate
homephone phone Home Phone
image select Image
internalid select Internal ID
isbudgetapproved checkbox Budget Approved
isdefaultbilling checkbox Default Billing Address
isdefaultshipping checkbox Default Shipping Address
isinactive checkbox Inactive
isperson checkbox Is Individual
isshipaddress checkbox Residential Address
itempricinglevel text Item Pricing Level
itempricingunitprice currency Item Pricing Unit Price
jobenddate date Job Actual End
jobprojectedend date Job Projected End
jobstartdate date Job Start
jobtype select Job Type
language select Language
lastmodifieddate datetime Last Modified
lastname text Last Name
lastorderdate date Date of Last Order
lastsaledate date Date of Last Sale
lastviewed datetime Last Viewed
leaddate datetime Lead Date
leadsource select Lead Source
level select Level
manualcredithold checkbox Override Credit Hold On
middlename text Middle Name
mobilephone phone Mobile Phone
monthlyclosing select Monthly Closing Date
oncredithold checkbox On Credit Hold
onlineformdate text Online Form History - Date
onlineformleadsource text Online Form History - Lead Source
onlineformname text Online Form History - Form Name
overduebalance currency Overdue Balance
parent select Top Level Parent
partner select Partner
partnercontribution percent Partner Contribution %
partnerrole text Partner Role
partnerteammember select Partner Team Member
pec text PEC
permission select Permission
phone phone Phone
phoneticname text Phonetic Name
prefccprocessor select Credit Card Processor
pricelevel select Price Level
pricinggroup text Pricing Group
pricingitem text Pricing Item
printtransactions checkbox Print Transactions
prospectdate datetime Prospect Date
receivablesaccount text Default Receivables Account
reminderdays integer Reminder Days
representingsubsidiary select Represents Subsidiary
resalenumber text Resale Number
role text Role
salesreadiness text Sales Readiness
salesrep select Sales Rep
salesteammember select Sales Team Member
salesteamrole select Sales Team Role
salutation text Mr./Mrs...
shipaddress text Shipping Address
shipaddress1 text Shipping Address 1
shipaddress2 text Shipping Address 2
shipaddress3 text Shipping Address 3
shipaddressee text Shipping Addressee
shipattention text Shipping Attention
shipcity text Shipping City
shipcomplete checkbox Ship Complete
shipcountry select Shipping Country
shipcountrycode text Shipping Country Code
shipphone text Shipping Phone
shippingcarrier select Shipping Carrier
shippingitem select Shipping Item
shipstate text Shipping State/Province
shipzip text Shipping Zip
stage select Stage
startdate date Start Date
state select State/Province
statedisplayname select State/Province Display Name
subscription select Subscription
subscriptiondate datetime Subscription Date
subscriptionstatus checkbox Subscription Status
subsidiary select Subsidiary
subsidiarynohierarchy select Subsidiary (no hierarchy)
taxable checkbox Taxable
taxitem select Tax Item
terms select Terms
territory select Territory
title text Job Title
type select Type
unbilledorders currency Unbilled Orders
url text Web Address
vatregnumber text Tax Number
weblead checkbox Web Lead
zipcode text Zip Code

Transform Types

Target Record TypeField Defaults
cashsalecustomform,billdate
customerpaymentcustomform
estimatecustomform
invoicecustomform,billdate
opportunitycustomform
salesordercustomform