<< Click to Display Table of Contents >> Navigation: Using The System > Advanced Features > Customer Report Fields |
The tables below contains the fields that are available for Customer list reporting & data export. These fields may also be used for sorting in reports.
Note: Report fields are NOT the same as fields found within the Customer Filter Fields List.
Field Name |
Field Description |
---|---|
Customer Fields |
|
BirthDateDte |
Birth date |
BirthDayInt |
Numeric birth day |
BirthMonthInt |
Numeric birth month |
BusinessPhoneStr |
Business Phone |
City/State/Zip |
City, state and zip |
CityStr |
City |
CommentsStr |
Customer comments |
CountyStr |
County |
DealerIDStr |
Customer Dealer ID if any |
DriversLicenseStr |
Drivers license number |
DriversStateStr |
Drivers license state |
EMailStr |
Email address |
FirstNameStr |
First Name |
Full Name |
Full name |
LastNameStr |
Last Name |
MiddleNameStr |
Middle Name |
MobilePhoneStr |
Mobile number |
OFACCheckDte |
Last OFAC check date |
OFACMatchTF |
Found OFAC match (1 = yes) |
OFACTblDte |
Date of last OFAC table used |
PhoneNumberStr |
Phone number |
StateStr |
State |
Street2Str |
Street 2 |
StreetStr |
Street |
TextNumberStr |
Text number |
TitleStr |
Customer title |
ZipCodeStr |
Zip code |
Most Recent Deal Fields |
|
Deal_Date |
Deal date |
Deal_No |
Deal number |
DealDealership |
Dealership name (used for multi-dealership setup) |
FirstPmtDueDate |
Date first loan payment is due |
Quote |
Deal is in Quote status (1 = quote) |
Salesman |
Salesperson #1 |
Salesman2 |
Salesperson #2 |
Salesman3 |
Salesperson #3 |
AmountFinanced |
Amount financed |
Daysto1stPmt |
Days to first payment of loan |
DeferredBadDebt |
Bad debt on deferred loan money |
LoanRate |
Loan interest rate before bank charges and prepaid interest |
MonthlyPayment |
Periodic Payment (does not have to be monthly) |
Price |
Selling price of vehicle |
Term |
Number of payments in loan |
Make |
Make |
Model |
Model |
ModelYear |
Model Year |
Color |
Vehicle exterior color |
LienHolder |
Lienholder for loan |
CoBuyer City/State/Zip |
Co-buyer city state zip code |
CoBuyer Full Name |
Co-buyer full name |
CoBuyerBirthDate |
Co-buyer birth date |
CoBuyerBusinessPhone |
Co-buyer business phone |
CoBuyerCity |
Co-buyer city |
CoBuyerCounty |
Co-buyer county |
CoBuyereMailAddress |
Co-buyer Email address |
CoBuyerFirst_Name |
Co-buyer first name |
CoBuyerLast_Name |
Co-buyer last name |
CoBuyerMiddle_Name |
Co-buyer middle name |
CoBuyerMobilePhone |
Co-buyer mobile phone number |
CoBuyerPhoneNumber |
Co-buyer phone number |
CoBuyerSocSecNoStr |
Co-buyer social security number (last 4 digits) |
CoBuyerState |
Co-buyer state |
CoBuyerStreet |
Co-buyer street |
CoBuyerStreet2 |
Co-buyer street 2nd line |
CoBuyerTitleStr |
Co-buyer title |
CoBuyerZip |
Co-buyer zip code |
DNSCheckDateCoBuyer |
Date co-buyer name was checked against OFAC list |
OFAC_CoBuyerCheckDte |
Date co-buyer name was checked against OFAC list |
OFACMatchCoBuyerTF |
Buyer OFAC match (1 = Yes) |
OFACTableDateCoBuyerStr |
Date of table referenced |
DNSCheckDateCoOwner |
Date co-owner name was checked against OFAC list |
OFAC_CoOwnerCheckDte |
Date co-owner name was checked against OFAC list |
OFACMatchCoOwnerTF |
Co-owner OFAC match (1 = Yes) |
OFACTableDateCoOwnerStr |
Date of table referenced |
OFACTableDateBuyerStr |
Date of table referenced |
DNSCheckDateOwner |
Date owner name was checked against OFAC list |
OFAC_OwnerCheckDte |
Date owner name was checked against OFAC list |
OFACMatchOwnerTF |
Owner OFAC match (1 = Yes) |
OFACTableDateOwnerStr |
Date of table referenced |