Customer Report Fields

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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