| Field Name | Description | Data type | Maximum Limit |
| Client Name | Specify the company name. This field is mandatory. | Text box | Alphanumeric(100) |
| Client Owner | Select the name of the user to whom the client is assigned. | Look up | - |
| Website | Specify the URL of the company's Web site. | URL | Alphanumeric(30) |
| Ticker Symbol | Specify the ticker symbol of the Company. | Text box | Alphanumeric(30) |
| Parent Client | Select the parent company name from the Change pop-up dialog. | Lookup | |
| Employees | Specify the number of employees in the client's company. | Numeric | Integers(10) |
| Ownership | Specify the type of ownership of the company from the drop-down list. | Picklist | |
| Industry | Select the type of industry from the drop-down list. | Picklist | - |
| Client Type | Select the type of client from the drop-down list. | Picklist | - |
| Client Number | Specify the reference number for the client. Up to 40 characters are allowed in this field. | Numeric | Number |
| Client Site | Specify the name of the client's location, for example, Headquarters or London. Up to 80 characters are allowed in this field. | Text box | Alphanumeric(30) |
| Phone | Specify the phone number of the client. | Text box | Alphanumeric(30) |
| Fax | Specify fax number of the client. | Text box | Alphanumeric(30) |
| Rating | Specify the rating of the client. | Picklist | - |
| SIC Code | Specify the Standard Industrial Classification code of the client. | Text box | Integers(10) |
| Created By | Displays name of the user created the Client first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Client. | Date/Time | |
| Annual Revenue | Specify the annual revenue of the client. | Numeric | Integers(10) |
Billing Address- Street
- City
- State
- Code
- Country
| Specify the billing address of the client. | - Street - Text box
- City - Text box
- State - Text box
- Code - Text box
- Country- Text box
| - Alphanumeric(250)
- Alphanumeric(30)
- Alphanumeric(30)
- Alphanumeric(30)
- Alphanumeric(30)
|
Shipping Address- Street
- City
- State
- Code
- Country
| Specify the shipping address of the client. | - Street - Text box
- City - Text box
- State - Text box
- Code - Text box
- Country - Text box
| - Alphanumeric(250)
- Alphanumeric(30)
- Alphanumeric(30)
- Alphanumeric(30)
- Alphanumeric(30)
|
| Description | Specify any other details about the client. | Text area (long text) | 32000 characters |