Import/Export Client Fields

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Client Fields

These are the Data Fields that are associated with the Client Record.

Each Data Field has its own FIELD INDEX within the record. Each Data Field has a set maximum character WIDTH as well as the TYPE of data the field can contain.

The Client record also has fields that contain different Sub Indexes. The Sub Index relates to a subform on the Client. Refer to the Sub Index Appendix.

Client Field Types
Field	Record	Field index	Sub index	Type	Width	Description
Client #	Client	0	0	Long	8	Client ID number
Alt Client #	Client	1	0	String	19	Alternate Client ID
Owned by client	Client	2	0	Long	8	Owned by Client ID
Name	Client	3	0	String	62	Name of client
D.B.A.	Client	4	0	String	62	Doing business as
Contact	Client	5	0	String	62	Contact person for this client
Address	Client	6	0	String	40	Mailing address of client
Street No	Client	7	0	String	23	Street number
Address 1	Client	8	0	String	32	Another mailing address line
Address 2	Client	9	0	String	27	Additional mailing address line
City	Client	10	0	String	63	City
State	Client	11	0	String	63	State
Zip	Client	12	0	String	31	ZIP
Country	Client	13	0	String	63	Country
Phone	Client	14	0	String	14	Client's phone number
Phone Extension	Client	15	0	String	15	Phone extension
Fax	Client	16	0	String	14	Client's fax number
Fax Extension	Client	17	0	String	4	Fax extension
Other	Client	18	0	String	14	Other phone
Other Extension	Client	19	0	String	15	Other extension
Cell	Client	20	0	String	14	Client's cell phone number
Cell Extension	Client	21	0	String	15	Cell extension
Email	Client	22	0	String	63	Client's email address
User 1	Client	23	0	String	63	User field
User 2	Client	24	0	String	63	User field
User 3	Client	25	0	String	63	User field
User 4	Client	26	0	String	63	User field
Listed date	Client	27	0	Long	8	User defined date field
Worked date	Client	28	0	Long	8	User defined date field
Active accounts	Client	29	0	Long	8	Number of active accounts for this client
Closed accounts	Client	30	0	Long	8	Number of closed accounts for this client
Other accounts	Client	31	0	Long	8	Number of other accounts
+Total accounts	Client	32	0	Long	8	Total number of accounts listed for this client
Success rate	Client	33	0	Double	8	Success rate percentage
Timezone	Client	34	0	Integer	4	Client's time zone
Type	Client	35	0	Integer	4	User defined field
Class	Client	36	0	Integer	4	User defined field
Category	Client	37	0	Integer	4	User defined field
Status	Client	38	0	String	4	Status code
+Listed	Client	39	0	Double	15	Total dollar value listed for this client
+Paid	Client	40	0	Double	15	Total amount paid by debtors listed for this client
+Closed	Client	41	0	Double	15	Total dollar value of closed accounts
+Owing	Client	42	0	Double	15	Total amount owed by debtors for this client
Notes	Client	46	0	Long		Client notes
+Principal	Client	50	0	Double	15	Total principal value
+Interest	Client	51	0	Double	15	Total interest value
+Fees	Client	52	0	Double	15	Total fees value
+Legal fees	Client	53	0	Double	15	Total legal fees value
+Miscellaneous	Client	54	0	Double	15	Total miscellaneous value
+Other charges	Client	55	0	Double	15	Total other charges
+Adjustments	Client	56	0	Double	15	Total adjustments value
Created	Client	72	0	Long	8	*** Internal Use Only
Ctime	Client	73	0	Long	8	*** Internal Use Only
Cby	Client	74	0	String	7	*** Internal Use Only
Modified	Client	75	0	Long	8	*** Internal Use Only
Mtime	Client	76	0	Long	8	*** Internal Use Only
Mby	Client	77	0	String	7	*** Internal Use Only
C2	Client	78	0	Integer	5	Category field
C3	Client	79	0	Integer	4	Category field
UID	Client	80	0	Long	7	*** Internal Use Only
Client listed date	Client	81	0	Long	8	Client listed date
Comm Rate Options	Client	82	0	Long	8	Commission rate options - bit value
Commission Rate	Client	83	0	Double	9	Comm rate
Commission Rate 1	Client	84	0	Double	9	Comm rate 2
Commission Rate 2	Client	85	0	Double	9	Comm rate 3
Commission Rate 3	Client	86	0	Double	9	Comm rate 4
Tax Rate Options	Client	87	0	Long	8	Tax rate options - bit value
Tax Rate	Client	88	0	Double	9	Tax rate
Tax Rate 1	Client	89	0	Double	9	Tax rate 2
Tax Rate 2	Client	90	0	Double	9	Tax rate 3
Tax Rate 3	Client	91	0	Double	9	Tax rate 4
Commission to date	Client	92	0	Double	12	Commission to date
Operator	Client	93	0	String	7	Operator assigned to this client
Run plan	Client	94	0	String	8	Run contact plan
Billing period	Client	0	1	Character	1	Billing period for this client
Combined invoice	Client	1	1	Integer	1	Indicates net/gross statement
Bill commission to debtor	Client	2	1	Integer	1	Indicates add commission to debtor's owing
Client is tax exempt	Client	3	1	Integer	1	Indicates client is tax exempt
Remit gross funds with invoice	Client	4	1	Integer	1	Indicates client is gross remit
Report accounts to bureaus	Client	5	1	Integer	1	Indicates client wants accounts reported
Send client detail to bureaus	Client	6	1	Integer	1	Indicates client details sent with credit reporting
Original creditor is in User 2	Client	7	1	Integer	1	CBR setting for porfolios
Delinquent 31 days prior to list	Client	8	1	Integer	1	Indicates automatic setting for delinquency
Calculate using all accounts	Client	9	1	Character	1	Indicates calculation based on all accounts
Use closed accounts only	Client	10	1	Character	1	Indicates calculation based on closed accounts
Custom	Client	11	1	Character	1	Under development
Report	Client	12	1	String	63	Under development
Rate plan	Client	13	1	String	3	Commission rate plan code
No fixed fees	Client	14	1	Character	1	Indicates no fixed fee set up
Charge fee to client	Client	15	1	Character	1	Indicates fixed fee charged to client
Charge fee to debtor	Client	16	1	Character	1	Indicates fixed fee charged to debtor
Fixed fee	Client	17	1	Double	9	Dollar amount of fixed fee
Currency	Client	18	1	Long	8	Default currency for debtors for this client
Statement currency	Client	19	1	Long	8	Currency used on statements
Assign sales ID to new accounts	Client	20	1	String	7	Indicates sales ID will be assigned to new accounts
Assign operator ID to accounts	Client	21	1	String	7	Indicates operator ID will be assigned to new accounts
Contact plan for new accounts	Client	22	1	String	7	Contact plan to run on new accounts
Bill client for negative To Us	Client	35	1	Integer	1	Indicates statement setting for gross
Variable interest rates file	Client	42	1	String	61	Path to file containing variable interest rate schedule
Credit card convenience fees	Client	43	1	Integer	1	Enable/disable for Billing Tree processing
ACH convenience fees	Client	44	1	Integer	1	Enable/disable for Billing Tree processing
CAW enabled	Client	45	1	Integer	1	Flag client for Client Access Web
Disable metafiles	Client	46	1	Integer	1	Disable metafile creation for this client
Only payments for comm to date	Client	47	1	Integer	1	Commission calculation setting

Client Sub Index Appendix
Sub Index Number	Form/Tab
Sub Index 0	Client form
Sub Index 1	Client settings form

Virtual Links	If you use one of these virtual fields in your import make sure that 'Use as key to find existing' is switched OFF (no check mark).
Field	Record	Field index	Sub index	Type	Width	Description
*Debtor name	Client	23	1	Character	1	Debtor name
*Debtor account	Client	24	1	Character	1	Debtor account
*Rate	Client	31	1	Double	9	Percentage rate of commission
*Tax rate	Client	32	1	Double	9	Rate for calculating tax on commissions
*Tax Rate 1	Client	36	1	Double	9	Tax rate 1
*Tax Rate 2	Client	37	1	Double	9	Tax rate 2
*Tax Rate 3	Client	38	1	Double	9	Tax rate 3
*Commission Rate 1	Client	39	1	Double	9	Commission rate 1
*Commission Rate 2	Client	40	1	Double	9	Commission rate 2
*Commission Rate 3	Client	41	1	Double	9	Commission rate 3

Notes:

* These fields are fields from related records.
** For efficiency, use only for exporting.
+ Collect! automatically calculates this value from the transactions. Use only for export.

Client Fields

See Also