| Field |
Format/Length |
Description |
Example |
Location in Junxure |
| <Classification> |
Text String (50) |
Should be a broad category that describes the general type of contact. There is no limit to how many you may have, but you must add a separate column for each uniquely-named Classification |
Client, Prospect, Vendor |
Contact Record > Profile tab > Main |
| <Keyword> |
Text String (50) |
Should provide details about the type of contact by services, service levels, marketing, etc. There is no limit to how many you may have, but you must add a separate column for each uniquely-named Keyword. |
Platinum, Gold, Silver, Newsletter, Fee based, Insurance Only |
Contact Record > Profile tab > Main |
| <Interest> |
Text String (50) |
Noted interests of contacts. There is no limit to how many you may have, but you must add a separate column for each uniquely-named Interest. |
Dogs, Birdwatcher, Golf, RetirementPlanning |
Contact Record > Profile tab > Main |
| AccountFormDate |
Date - 01/01/2011 |
Date on Account Form |
1/12/2011 |
Contact Record > Profile tab > Main |
| AccountingCode |
Text String (255) |
ID Number from QuickBooks for importing revenue |
1236545 |
Contact Record > Personal Info tab |
| AccountReviewNote |
Memo |
The Account Review tab stores notes about account review meetings and preferences. Info appears on the global Account Review List Report. |
Contact's spouse does not like to attend meetings |
Contact Record > Personal Info tab |
| AdditionalNotes |
Memo |
Store additional notes about your contacts |
Contact prefers paper reports over digital reports |
Contact Record > Personal Info tab |
| Advisor1ID |
Number |
Primary Advisor's employee ID in System Setup > Users |
4 |
Contact Record > Profile tab > Main |
| Advisor2ID |
Number |
Secondary Advisor's employee ID in System Setup > Users |
5 |
Contact Record > Profile tab > Main |
| AGI |
Number |
Adjusted Gross Income for Contact |
120,000 |
Contact Record > Profile tab > Taxes And Suitability |
| AGISP |
Number |
Adjusted Gross Income for Spouse |
120,000 |
Contact Record > Profile tab > Taxes And Suitability |
| AMT |
Number |
Alternative Minimum Tax Liability for the contact |
25,000 |
Contact Record > Profile tab > Taxes And Suitability |
| AMTSP |
Number |
Alternative Minimum Tax Liability for the spouse |
25,000 |
Contact Record > Profile tab > Taxes And Suitability |
| Anniversary |
Date - 01/01/2011 |
Wedding anniversary |
1/12/2011 |
Contact Record > Personal Info tab |
| AnnualIncome |
Text String (30) |
Annual income range of the contact. This data is requested on many custodial forms for new investment accounts. |
150,000 |
Contact Record > Profile tab > Taxes And Suitability |
| AssistantsEmail |
Text String (255) |
Contact's assistant's email |
mike@email.com |
Contact Record > Contact Info tab |
| AssistantsName |
Text String (255) |
Contact's assistant's name |
Mike Smith |
Contact Record > Personal Info tab |
| AssistantsPhone |
Text String (255) |
Contact's assistant's phone number |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Personal Info tab |
| BillingNote |
Memo |
Notes about the contact's billing preferences. This data appears on the billing review list report. |
"Bills paid externally," "Bills paid from account xxxx" |
Contact Record > Personal Info tab |
| Birthday |
Date - 01/01/2011 |
Contact's date of birth |
1/12/2011 |
Contact Record > Contact Info tab |
| BusinessCity |
Text String (255) |
Contact's business city |
Tacoma |
Contact Record > Contact Info tab |
| BusinessCountry |
Text String (255) |
Contact's business country |
US |
Contact Record > Contact Info tab |
| BusinessFax |
Text String (255) |
Contact's business fax |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| BusinessPhone |
Text String (255) |
Contact's business phone |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| BusinessPhone2 |
Text String (255) |
Additional business phone for contact |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| BusinessPostalCode |
Text String (255) |
Contact's business zip code |
12345 |
Contact Record > Contact Info tab |
| BusinessState |
Text String (255) |
Two letter abbreviation of the state for contact's business address |
MN |
Contact Record > Contact Info tab |
| BusinessStreet |
Text String (255) |
First line of contact's business street address |
10 Main Street |
Contact Record > Contact Info tab |
| BusinessStreet2 |
Text String (255) |
Second line of contact's business street address |
Suite 104A |
Contact Record > Contact Info tab |
| BusinessStreet3 |
Text String (255) |
Third line of contact's business street address |
Mail Room B |
Contact Record > Contact Info tab |
| Canada_ExitDate |
Date - 01/01/2011 |
Date the contact left Canada for tax purposes |
1/12/2011 |
Contact Record > Profile tab > Canadian Fields |
| Canada_SIN |
Text String (20) |
Contact's Social Insurance ID Number |
Contact Record > Profile tab > Canadian Fields |
| Canada_SpouseExitDate |
Date - 01/01/2011 |
Date the Spouse left Canad for tax purposes |
1/12/2011 |
Contact Record > Profile tab > Canadian Fields |
| Canada_SSIN |
Text String (20) |
Spouse's Social Insurance ID Number |
Contact Record > Profile tab > Canadian Fields |
| Canada_TAXID |
Text String (20) |
Tax ID for an individual or business |
Contact Record > Profile tab > Canadian Fields |
| CellPhone |
Text String (255) |
Mobile phone number |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| Citizenship |
Text String (255) |
Primary citizenship of contact |
USA |
Contact Record > Personal Info tab |
| ClientAnniversary |
Date - 01/01/2011 |
Date the contact began his relationship with the firm |
1/12/2011 |
Contact Record > Profile tab > Main |
| ClientScore |
Number |
May be used to differentiate clients by practice management or service levels. Should be between 1 and 100. |
50 |
Contact Record > Contact Info tab |
| ClientScoreDate |
Date - 01/01/2011 |
Date the contact was last scored |
1/12/2011 |
Contact Record > Contact Info tab |
| ClientType |
Text String (50) |
Classifies the type of contact. Useful for analyzing the contact base for practice management. |
Business Owner, Individual, Professional |
Contact Record > Profile tab > Main |
| CommunicatePref |
Text String (20) |
Contact's preferred method of communication |
Email, Phone, US Mail |
Contact Record > Contact Info tab |
| Company |
Text String (255) |
Contact's company name |
Bob's Construction |
Contact Record > Contact Info tab |
| ContractDate |
Date - 01/01/2011 |
This is the date the Investment Management Contract was signed. |
1/12/2011 |
Contact Record > Profile tab > Main |
| CSRID |
Number |
Client Service Rep's employee ID listed in System Setup > Users |
7 |
Contact Record > Profile tab > Main |
| DateAdded |
Date - 01/01/2011 |
Date contact was added to the system |
1/12/2011 |
Contact Record > Contact Info tab |
| DateVerified |
Date - 01/01/2011 |
Date contact was last checked for accuracy |
1/12/2011 |
Contact Record > Contact Info tab |
| Dear |
Text String (50) |
Name of the contact as it should appear in the salutation of a letter |
John and Barbara, John, Johnny and Barb |
Contact Record > Contact Info tab |
| Discretionary |
Yes/No |
Yes/No field indicating if an investment if managed on a discretionary basis for compliance |
Yes |
Contact Record > Profile tab > Main |
| DriverLIC |
Text String (255) |
Contact's drivers licence and state if possible |
NC 12345678 |
Contact Record > Personal Info tab |
| DriverLICEXP |
Date - 01/01/2011 |
Expiration date of contact's drivers license |
1/12/2011 |
Contact Record > Personal Info tab |
| DriversLICIssueDate |
Date - 01/01/2011 |
Issue date of contact's drivers license |
1/12/2011 |
Contact Record > Personal Info tab |
| DriversLICIssueDateSpouse |
Date - 01/01/2011 |
Issue date of spouse's drivers license |
1/12/2011 |
Contact Record > Personal Info tab |
| Entity |
Yes/Blank for "No" |
Specifies if a contact is an entity contact |
Yes or Blank for "No" |
Contact Record > Contact Info tab |
| FilingStatus |
Text String (50) |
The contact's filing status for tax purposes (Married, Single) |
Married, Single, Widowed |
Contact Record > Profile tab > Taxes And Suitability |
| FilingStatusSP |
Text String (50) |
The spouse's filing status for tax purposes (Married, Single) |
Married, Single, Widowed |
Contact Record > Profile tab > Taxes And Suitability |
| FirstName |
Text String (255) |
Contact's first name |
John |
Contact Record > Contact Info tab |
| FPContractDate |
Date - 01/01/2011 |
Financial Planning contract date |
1/12/2011 |
Contact Record > Profile tab > Main |
| Gender |
Text String (255) |
Gender of contact |
Male, Female |
Contact Record > Personal Info tab |
| GenderSpouse |
Text String (20) |
Gender of spouse |
Male, Female |
Contact Record > Personal Info tab |
| HomeCity |
Text String (255) |
Contact's home city |
Tacoma |
Contact Record > Contact Info tab |
| HomeCountry |
Text String (255) |
Contact's home country |
US |
Contact Record > Contact Info tab |
| HomeEmail |
Text String (255) |
Contact's home email |
John@email.com |
Contact Record > Contact Info tab |
| HomeFax |
Text String (255) |
Contact's home fax |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| HomePhone |
Text String (255) |
Contact's home phone |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| HomePhone2 |
Text String (255) |
Additional home phone for contact |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| HomePostalCode |
Text String (255) |
Contact's home zip code |
12345 |
Contact Record > Contact Info tab |
| HomeState |
Text String (255) |
Two letter abbreviation of the state for contact's home address |
MN |
Contact Record > Contact Info tab |
| HomeStreet |
Text String (255) |
First line of contact's home street address |
23 Warden Blvd |
Contact Record > Contact Info tab |
| HomeStreet2 |
Text String (255) |
Second line of contact's home street address |
2A |
Contact Record > Contact Info tab |
| HomeStreet3 |
Text String (255) |
Third line of contact's home street address |
Hwy 74 |
Contact Record > Contact Info tab |
| IChannelSiteCode |
Text String (20) |
iChannel is a document management system. Each contact has a code that can be entered and imported into Junxure |
99999999 |
This code is not viewable on the front end. |
| IncBirthday |
Yes/No |
Enter "Yes" if you want the contact's birthday to appear on the birthday calendar. The birthday calendar is how you print lists and labels for gifts and cards. |
Yes/No |
Contact Record > Contact Info tab |
| Income |
Number |
Gross income for the contact |
125,000 |
Contact Record > Profile tab > Taxes And Suitability |
| IncomeSP |
Number |
Gross income for the spouse |
75,000 |
Contact Record > Profile tab > Taxes And Suitability |
| IncomeTaxable |
Number |
Amount of contact's taxable income |
70,000 |
Contact Record > Profile tab > Taxes And Suitability |
| IncomeTaxableSP |
Number |
Amount of spouse's taxable income |
70,000 |
Contact Record > Profile tab > Taxes And Suitability |
| INCSpouseBday |
Yes/No |
Enter "Yes" if you want the spouse's birthday to appear on the birthday calendar. The birthday calendar is how you print lists and labels for gifts and cards. |
Yes/No |
Contact Record > Contact Info tab |
| Initials |
Text String (6) |
The contact's first, middle and last name initials |
CSH |
Contact Record > Personal Info tab |
| InvestmentExperience |
Text String (30) |
The level of investor experience. This is requested on many custodial forms for new investment accounts. |
Limited, Good, Excellent |
Contact Record > Profile tab > Taxes And Suitability |
| IPS |
Yes/No |
Check box and date indicates if an Investment Policy Statement (IPS) has been completed with the contact |
Yes/No |
Contact Record > Profile tab > Main |
| IPSDate |
Date - 01/01/2011 |
Date the Investment Policy Statament was completed |
1/12/2011 |
Contact Record > Profile tab > Main |
| JobTitle |
Text String (255) |
Contact's Job Title |
President |
Contact Record > Personal Info tab |
| JXCode |
Text String (255) |
Use this field if you have internal contact numbers. |
123546 |
Contact Record > Personal Info tab |
| LastName |
Text String (255) |
Contact's last name |
Smith |
Contact Record > Contact Info tab |
| LiquidNetWorth |
Text String (30) |
Range of the contact's liquid net worth. This data is requested on many custodial forms for new investment accounts |
75,000-80,000 |
Contact Record > Profile tab > Taxes And Suitability |
| LTLossCarryC |
Number |
Contact's amount of long term loss on investments carried over to the next tax year |
40,000 |
Contact Record > Profile tab > Taxes And Suitability |
| LTLossCarryS |
Number |
Spouse's amount of long term loss on investments carried over to the next tax year |
40,000 |
Contact Record > Profile tab > Taxes And Suitability |
| MaritalStatus |
Text String (20) |
Contact's marital status |
Married, Single, Widowed |
Contact Record > Personal Info tab |
| MaritalStatusSpouse |
Text String (20) |
Spouse's marital status |
Married, Single, Widowed |
Contact Record > Personal Info tab |
| MiddleName |
Text String (255) |
Contact's middle name |
Naomi |
Contact Record > Contact Info tab |
| Nickname |
Text String (50) |
Contact's nickname |
Bobby |
Contact Record > Contact Info tab |
| Nomail |
Yes/No |
When this box is checked in Junxure, the contact will not receive any mail, even when included in specific groups. |
Yes/No |
Contact Record > Contact Info tab |
| Notes |
Text String |
Additional notes to store on the Personal Info tab of a contact record. The Note will also display in the Alert Classification when you hover your mouse over the Alert. |
Client just got married. |
Contact Record > Personal Info tab |
| Occupation |
Text String (50) |
Contact's occupation title |
President |
Contact Record > Profile tab > Main |
| OtherCity |
Text String (255) |
Additional city of Contact if applicable |
Seattle |
Contact Record > Contact Info tab |
| OtherCompany |
Text String (255) |
Other company of Contact if applicable |
Smith Appliances |
Contact Record > Contact Info tab |
| OtherCountry |
Text String (255) |
Other country of Contact if applicable |
US |
Contact Record > Contact Info tab |
| OtherFax |
Text String (255) |
Other fax of Contact if applicable |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| OtherPhone |
Text String (255) |
Other phone of Contact if applicable |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| OtherPhone2 |
Text String (255) |
Other phone of Contact if applicable |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| OtherPostalCode |
Text String (255) |
Other zip code of Contact if applicable |
12345 |
Contact Record > Contact Info tab |
| OtherState |
Text String (255) |
Other state of Contact if appicable |
MN |
Contact Record > Contact Info tab |
| OtherStreet |
Text String (255) |
Other street of Contact if applicable |
10 Main Street |
Contact Record > Contact Info tab |
| OtherStreet2 |
Text String (255) |
Other street of Contact if applicable |
Suite 104A |
Contact Record > Contact Info tab |
| OtherStreet3 |
Text String (255) |
Other street of Contact if applicable |
Hwy 74 |
Contact Record > Contact Info tab |
| OverallInvestObjective |
Text String (30) |
The investment objective of this contact. This data is requested on many custodial forms for new investment accounts |
150,000 |
Contact Record > Profile tab > Taxes And Suitability |
| Pager |
Text String (255) |
Contact's pager number |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| Passport |
Text String (50) |
Contact's passport number |
12345678 |
Contact Record > Personal Info tab |
| PassportExp |
Date - 01/01/2011 |
Contact's passport expiration date |
1/12/2011 |
Contact Record > Personal Info tab |
| PassportSpouse |
Text String (50) |
Spouse's passport number |
123456789 |
Contact Record > Personal Info tab |
| PassportSpouseExp |
Date - 01/01/2011 |
Spouse's passport expiration date |
1/12/2011 |
Contact Record > Personal Info tab |
| PrefEmailAddress |
Text String (255) |
Primary email address of contact |
John@email.com |
Contact Record > Contact Info tab |
| PrefEmailAddressType |
Text String (50) |
Primary email address type |
Home, Business |
Contact Record > Contact Info tab |
| PreferredMailingAddress |
Text String (50) |
Contact's preferred mailing address type |
Business, Home, other |
Contact Record > Contact Info tab |
| PreferredMailingName |
Text String (255) |
Contact's preferred mailing name |
Johnny |
Contact Record > Contact Info tab |
| PrefPhoneNumber |
Text String (255) |
Contact's preferred phone number |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| PrefPhoneNumberType |
Text String (50) |
Contact's preferred phone number type |
Business, Home, Cell |
Contact Record > Contact Info tab |
| PrimaryPhone |
Text String (255) |
Contact's primary phone number |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Contact Info tab |
| Questionaire |
Yes/No |
Check yes if you are using a questionaire with contacts |
Yes/No |
Contact Record > Profile tab > Main |
| QuestionaireDate |
Date - 01/01/2011 |
Date questionaire was completed |
1/12/2011 |
Contact Record > Profile tab > Main |
| ReferredByID |
Number |
Contact's ID who referred this contact. The ClientID appears in the top right of the contact record. |
ID12345 |
Contact Record > Profile tab > Main |
| ReferredDate |
Date - 01/01/2011 |
Date this contact was referred |
1/12/2011 |
Contact Record > Profile tab > Main |
| RetirementDate |
Date - 01/01/2011 |
Date of the contact's retirement |
1/12/2011 |
Contact Record > Profile tab > Main |
| RetirementDateSp |
Date - 01/01/2011 |
Date the spouse retired |
1/12/2011 |
Contact Record > Profile tab > Main |
| RiskTolerance |
Text String (255) |
Contact's risk tolerance. You may also assign a number to rank the tolerance. This data is requested on many custodial forms for new investment accounts |
Conservative, Moderate, Aggressive |
Contact Record > Profile tab > Taxes And Suitability |
| Salutation |
Text String (255) |
Prefix for contact |
Ms, Mrs, Mr. Doctor |
Contact Record > Contact Info tab |
| SourceID |
Number |
Source of the contact - useful when planning to expand your practice |
2
(For Source ID Check List Data Maintenance)
|
Contact Record > Profile tab > Main |
| SpouseAssistant |
Text String (100) |
Name of the Spouse's assistant |
Jenny |
Contact Record > Personal Info tab |
| SpouseAssistantPhone |
Text String (100) |
Spouse's assistant's phone number |
123-456-7890, (123)456-7890, 456-7890 |
Contact Record > Personal Info tab |
| SpouseAssistantsEmail |
Text String (255) |
Spouse's assistant's email address |
Jenny@email.com |
Contact Record > Contact Info tab |
| SpouseBirthday |
Date - 01/01/2011 |
Spouse's birthday |
1/12/2011 |
Contact Record > Contact Info tab |
| SpouseBusAdd1 |
Text String (255) |
Spouse's business address line 1 |
10 Main Street |
Contact Record > Contact Info tab |
| SpouseBusAdd2 |
Text String (255) |
Spouse's business address line 2 |
Suite 104A |
Contact Record > Contact Info tab |
| SpouseBusCity |
Text String (255) |
Spouse's business city |
Hwy 74 |
Contact Record > Contact Info tab |
| SpouseBusSt |
Text String (255) |
Spouse's business state |
MN |
Contact Record > Contact Info tab |
| SpouseBusZip |
Text String (255) |
Spouse's business zip code |
12345 |
Contact Record > Contact Info tab |
| SpouseCitizenship |
Text String (255) |
Spouse's citizenship |
US |
Contact Record > Personal Info tab |
| SpouseCompany |
Text String (255) |
Spouse's company |
Technology Company |
Contact Record > Contact Info tab |
| SpouseDriverLic |
Text String (255) |
Spouse's driver license number |
NC1235645 |
Contact Record > Personal Info tab |
| SpouseDriverLicExp |
Date - 01/01/2011 |
Spouse's drivers license expiration date |
1/12/2011 |
Contact Record > Personal Info tab |
| SpouseEmailAddress |
Text String (255) |
Spouse's email address |
Barb@email.com |
Contact Record > Contact Info tab |
| SpouseFirstName |
Text String (50) |
Spouse's first name |
Barb |
Contact Record > Contact Info tab |
| SpouseHomeEmail |
Text String (255) |
Spouse's home email address |
Barbhome@email.com |
Contact Record > Contact Info tab |
| SpouseInitials |
Text String (6) |
Spouse's first, middle and last name initials |
BEB |
Contact Record > Personal Info tab |
| SpouseLastName |
Text String (50) |
Spouse's last name |
Brighton |
Contact Record > Contact Info tab |
| SpouseMiddleName |
Text String (50) |
Spouse's middle name |
Ann |
Contact Record > Contact Info tab |
| SpouseNickname |
Text String (50) |
Spouse's nickname |
Barb |
Contact Record > Contact Info tab |
| SpouseOccupation |
Text String (20) |
Spouse's occupation title |
VP |
Contact Record > Profile tab > Main |
| SpouseSalutation |
Text String (50) |
Prefix for Spouse |
MD, CSR, Jr. |
Contact Record > Contact Info tab |
| SpouseSSIBenefits |
Number |
The amount of income that the spouse receives from Social Security |
15,000 |
Contact Record > Profile tab > Taxes And Suitability |
| SpouseSSN |
Text String (50) |
Spouse's Social Security Number |
123-45-6789 |
Contact Record > Personal Info tab |
| SpouseStateofResidence |
Text String (20) |
Spouse's state of residence |
MN |
Contact Record > Personal Info tab |
| SpouseTitle |
Text String (20) |
Spouse's business title |
VP |
Contact Record > Personal Info tab |
| SpouseWebPage |
Text String (100) |
Spouse's personal or professional web page |
www.junxure.com |
Contact Record > Personal Info tab |
| SSIBenefits |
Number |
The amount of income that the contact receives from Social Security |
25,000 |
Contact Record > Profile tab > Taxes And Suitability |
| SSN |
Text String (50) |
Contact's Social Security Number |
123-45-6789 |
Contact Record > Personal Info tab |
| StateofResidence |
Text String (2) |
Contact's state of residence |
MN |
Contact Record > Personal Info tab |
| StateTaxLiability |
Number |
Contact's state income tax liability |
45,000 |
Contact Record > Profile tab > Taxes And Suitability |
| StateTaxLiabilitySpouse |
Number |
Spouse's state income tax liability |
45,000 |
Contact Record > Profile tab > Taxes And Suitability |
| STLossCarryC |
Number |
Contact's amount of short term loss on investments carried to the next tax year |
5,000 |
Contact Record > Profile tab > Taxes And Suitability |
| STLossCarryS |
Number |
Spouse's amount of short term loss on investments carried to the next tax year |
5,000 |
Contact Record > Profile tab > Taxes And Suitability |
| Tax Bracket |
Text String (30) |
Contact's tax bracket as of last recorded tax return |
15% |
Contact Record > Profile tab > Taxes And Suitability |
| TaxBracketSpouse |
Text String (50) |
Spouse's tax bracket as of last recorded tax return |
25% |
Contact Record > Profile tab > Taxes And Suitability |
| TaxLiability |
Number |
Liability for contact |
Contact Record > Profile tab > Taxes And Suitability |
| TaxLiabilitySp |
Number |
Liability for spouse |
Contact Record > Profile tab > Taxes And Suitability |
| TaxSuitNote |
Memo |
Additional field to store tax notes, such as tax preparer or deduction information |
John Smith Accountant |
Contact Record > Profile tab > Taxes And Suitability |
| TaxYear |
Number |
The year for the remaining tax data you are importing for the contact |
2008 |
Contact Record > Profile tab > Taxes And Suitability |
| TaxYearSp |
Number |
The year for the remaining tax data you are importing for the spouse |
2008 |
Contact Record > Profile tab > Taxes And Suitability |
| TermDate |
Date - 01/01/2011 |
Date your reltionship with the contact was terminated. Important for compliance purposes. |
1/12/2011 |
Contact Record > Profile tab > Main |
| Title |
Text String (255) |
Contact's professional title |
President |
Contact Record > Personal Info tab |
| VactionEnd |
Date - 01/01/2011 |
Date contact's vacation begins |
1/12/2011 |
Contact Record > Personal Info tab |
| VactionStart |
Date - 01/01/2011 |
Date contact's vacation ends |
1/23/2011 |
Contact Record > Personal Info tab |
| VerifiedBy |
Number |
Employee ID number of staff member who verified contact data is accurate |
15 |
Contact Record > Contact Info tab |
| Wealth |
Text String (50) |
General wealth of the contact as identified by ID Number. Field may reflect a range of managed account sizes or net worth. |
1 |
Contact Record > Profile tab > Main |
| WebPage |
Memo |
Contact's personal or professional webpage |
www.junxure.com |
Contact Record > Personal Info tab |
| WorkEmail |
Text String (255) |
Contact's work email address |
John@email.com |
Contact Record > Contact Info tab |
| WorldoxCode |
Number |
Worldox's ClientID number for this contact. You must have Document Image under Maintain System > System Options > Global Options set to Worldox for this field to show. |
65656 |
Contact Record > Personal Info tab |