These additional fields collect general data about your clients and former clients. These are specific to the Client Information folder (see Client Information Folder).
Client Information Additional Fields
| ID | Name | Description | Applies to | Field Type | Multi-Value |
|---|---|---|---|---|---|
| -10101 | All Client Numbers | Enter all ID numbers used for this client. | Both | String | Yes |
| -10102 | Date Became Client | Enter the date in which this company or person became a client. | Both | Date | No |
| -10100 | Primary Client Number | Enter the primary ID number used for this client. | Both | String | No |
| -10103 | Services Provided | Select the services provided by our organization to this client. | Both | List | Yes |
| -10104 | Status | Select this client's current status with the organization. | Both | List | No |
Status (Client) Additional Field List Items
The following table lists the default items for the Status additional field in the Client Information folder.
| ID | Item |
|---|---|
| -10100 | Active |
| -10101 | Inactive |
| -10102 | Former |