Customer

Internal ID: customer

Supports Custom Fields

Fields

Internal ID	Type	nlapiSubmitField	Label	Required	Help
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.
assignedwebsite	select	false	Assigned Web Site	false	Use this list to select the web site where you want to assign access to a customer account. The customer will be restricted to using the customer account associated with the web site you select here. If you leave this field blank, then the customer has access to all your web sites. If you use OneWorld, customers have access to all web sites under the same subsidiary.
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.
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.
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.
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 Setup > Accounting > Accounting Preferences > 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. An administrator 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	Enter your customer's email address. If you allow your customers to access their accounts online, this becomes part of their access codes.
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. 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. If you select a parent customer in this field, this record shows 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 2014.1, for a user assigned a Customer Center role, the password must be at least six characters long. The Password Criteria panel will help you ensure you create a password that meets the password policy in effect in your account. You will need to tell the user the password you assign. It is not provided in the email notification. For more information, see the help topic NetSuite Password Requirements.
password2	password	false	Confirm Password	false	Reenter the password in this field to verify that you entered the same password twice.
phone	phone	true	Phone	false	Enter a phone number for your customer. It will appear on the Customer List report.
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 valid tax license number here. Make sure that you also set the Not Taxable tax code for this customer.
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 access to NetSuite. If you do not check this box, you need to tell this person how to log in. For security reasons, the email notification does 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.
sourcewebsite	select	false	Source Web Site	false	This field is read-only. It shows the web site where the customer registered for a customer account.
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 ID	Type	Label	Required	Help
addressbookaddress	summary	Edit	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 ID	Type	Label	Required	Help
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 ID	Type	Label	Required	Help
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 ID	Type	Label	Required	Help
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 ID	Type	Label	Required	Help
expiration	date	Expiration Date	false
file	select	Attach File	false
licensecode	textarea	License Code	false
remainingdownloads	integer	Remaining Downloads	false

grouppricing - Group Pricing

Internal ID	Type	Label	Required	Help
group	select	Pricing Group	true
level	select	Price Level	true

itempricing - Item Pricing

Internal ID	Type	Label	Required	Help
currency	select	Currency	false
item	select	Item	true
level	select	Price Level	true
price	currency2	Unit Price	false

partners - Partners

Internal ID	Type	Label	Required	Help
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 ID	Type	Label	Required	Help
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 ID	Type	Label	Required	Help
lastmodifieddate	datetime	Last Modified	false
subscribed	checkbox	Subscribed	false
subscription	select	Subscription	false

Tabs

Name	Label
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 ID	Join Description	Actual 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
msesubsidiary	Subsidiary	Subsidiary
originatinglead	Originating Lead	Lead
parentcustomer	Parent Customer	Customer
partner	Partner	Partner
pricing	Pricing	Pricing
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 ID	Type	Label
accountnumber	text	Account
address	textarea	Address
addressee	text	Addressee
addresslabel	text	Address Label
addressphone	phone	Address Phone
assignedsite	select	Assigned Web Site
attention	text	Attention
availableoffline	checkbox	Always Available Offline
balance	currency	Balance
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...
shipcomplete	checkbox	Ship Complete
shippingcarrier	select	Shipping Carrier
shippingitem	select	Shipping Item
sourcesite	select	Source Website
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 ID	Type	Label
accountnumber	text	Account
address	text	Address
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
assignedsite	select	Assigned Web Site
attention	text	Attention
availableoffline	checkbox	Always Available Offline
balance	currency	Balance
billcountrycode	text	Billing Country Code
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...
shipcomplete	checkbox	Ship Complete
shipcountrycode	text	Shipping Country Code
shippingcarrier	select	Shipping Carrier
shippingitem	select	Shipping Item
sourcesite	select	Source Website
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 Type	Field Defaults
cashsale	customform,billdate
customerpayment	customform
estimate	customform
invoice	customform,billdate
opportunity	customform
salesorder	customform