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
| Specify the billing address of the client. |
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Shipping Address
| Specify the shipping address of the client. |
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Description | Specify any other details about the client. | Text area (long text) | 32000 characters |
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