Column Name | Description |
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ABN (Customer) | (Australia only) The customer's ABN |
ABN (Supplier) | (Australia only) The supplier's ABN |
Address | The Address 1 street. |
Address (A2) | The Address 2 street. |
Address Summary | Address 1, including city, state, postcode and country. Use the Address Summary fields when you want to show the full addresses in the Cards List. |
Address Summary (A2) | Address 2, including city, state, postcode and country. |
Address Summary (A3) | Address 3, including city, state, postcode and country. |
Address Summary (A4) | Address 4, including city, state, postcode and country. |
Address Summary (A5) | Address 5, including city, state, postcode and country. |
Card ID | The ID assigned to each card. |
City | The Address 1 city. |
City (A2) | The Address 2 city. |
Contact | The contact name for Address 1. |
Contact (A2) | The contact name for Address 2. |
Country | The Address 1 country. |
Country (A2) | The Address 2 country. |
Current Balance | The current outstanding balance of each customer and supplier card. |
Cust/Supp Since | The date of the first sale to a customer, or purchase from a supplier. This is based on the date entered in the Card Information - History tab. |
Custom List 1 | The Custom List 1 entry assigned in the Card Information - Card Details tab. |
Custom List 2 | The Custom List 2 entry assigned in the Card Information - Card Details tab. |
Custom List 3 | The Custom List 3 entry assigned in the Card Information - Card Details tab. |
Email | The email address for Address 1. Click the link to send an email. |
Email (A2) | The email address for Address 2. Click the link to send an email. |
GST No. (Customer) | (NZ only) The customer's GST ID |
GST No. (Supplier) | (NZ only) The supplier's GST ID |
Identifiers | The identifier codes assigned in the Card Information - Card Details tab. |
Last Contact | The most recent contact log entry recorded for the card. |
Last Payment | The date of the most recent payment by a customer, or to a supplier. |
Last Sale/Purchase | The date of the most recent sale to a customer, or purchase from a supplier. |
Next Contact | The next recontact date recorded in the card's contact log. |
On Credit Hold | An icon is displayed for each customer who is on credit hold. |
Overdue | The amount overdue for each customer or supplier. |
Phone No. 1 | Phone number 1 for Address 1. |
Phone No. 1 (A2) | Phone number 1 for Address 2. |
Phone No. 2 | Phone number 2 for Address 1. |
Phone No. 2 (A2) | Phone number 2 for Address 2. |
Phone No. 3 | Phone number 3 for Address 1. |
Phone No. 3 (A2) | Phone number 3 for Address 2. |
Phone Summary | All phone numbers for Address 1. |
Phone Summary (A2) | All phone numbers for Address 2. |
Postcode | The Address 1 postcode. |
Postcode (A2) | The Address 2 postcode. |
State | The Address 1 state. |
State (A2) | The Address 2 state. |
Type | The type of card - Customer, Supplier, Employee, Personal. |
Website | The website for Address 1. Click the link to view the website. |
Website (A2) | The website for Address 2. Click the link to view the website. |