Sort & Filter Field Name

Field Description

Customer

BirthDate

Birth date

BirthDayInt

Numeric birth day

BirthMonthInt

Numeric birth month

Business Phone

Business Phone

NULL

City, state and zip

City

City

Comments

Customer comments

County

County

Dealer ID

Customer Dealer ID if any

Drivers License

Drivers license number

Drivers State

Drivers license state

EMail

Email address

First Name

First Name

NULL

Full name

Last Name

Last Name

Middle Name

Middle Name

Mobile Phone

Mobile number

OFAC Check Date

Last OFAC check date

OFAC Match

Found OFAC match (1 = yes)

OFAC Table Date

Date of last OFAC table used

Phone Number

Phone number

State

State

Street2

Street 2

StreetStr

Street

Text Number

Text number

Title

Customer title

Zip Code

Zip code

Most Recent Deal

Deal Date

Deal date

Deal Number

Deal number

Deal Dealership

Dealership name (used for multi-dealership setup)

First Payment Due Date

Date first loan payment is due

Quote

Deal is in Quote status (1 = quote)

Salesperson

Salesperson #1

Salesperson 2

Salesperson #2

Salesperson 3

Salesperson #3

Amount Financed

Amount financed

Days to 1st Payment

Days to first payment of loan

Deferred Bad Debt

Bad debt on deferred loan money

Loan Rate

Loan interest rate before bank charges and prepaid interest

Payment

Periodic Payment (does not have to be monthly)

Price

Selling price of vehicle

Term

Number of payments in loan

Make

Make

Model

Model

Model Year

Model Year

Color

Vehicle exterior color

LienHolder

Lienholder for loan

CoBuyerBirthDate

Co-buyer birth date

CoBuyer City

Co-buyer city

CoBuyer County

Co-buyer county

CoBuyer First Name

Co-buyer first name

CoBuyer Last Name

Co-buyer last name

CoBuyer Middle Name

Co-buyer middle name

CoBuyerSocSecNoStr

Co-buyer social security number (last 4 digits)

CoBuyer State

Co-buyer state

CoBuyer Street

Co-buyer street

CoBuyer Street2

Co-buyer street 2nd line

CoBuyerTitleStr

Co-buyer title

CoBuyer Zip

Co-buyer zip code

CoBuyer DSN Check Date

Date co-buyer name was checked against OFAC list

OFAC CoBuyer Check Date

Date co-buyer name was checked against OFAC list

OFAC Match CoBuyer

Buyer OFAC match (1 = Yes)

OFAC Table Date CoBuyer

Date of table referenced

CoOwner DSN Check Date

Date co-owner name was checked against OFAC list

OFAC CoOwner Check Date

Date co-owner name was checked against OFAC list

OFAC Match CoOwner

Co-owner OFAC match (1 = Yes)

OFAC Table Date CoOwner

Date of table referenced

OFAC Table Date Buyer

Date of table referenced

Owner DSN Check Date

Date owner name was checked against OFAC list

OFAC Owner Check Date

Date owner name was checked against OFAC list

OFAC Match Owner

Owner OFAC match (1 = Yes)

OFAC Table Date Owner

Date of table referenced