Clients (Inquiry)

Additional Information

The Clients Inquiry allows you to query for and view a listing of clients. In addition, authorized users can edit client information. By default, the results are sorted by Client Name.

This inquiry provides the ability to view more details and edit a document using the inquiry split pane. Click the View button and then select the Split Pane option. For more information, see View Additional Details in the Split Pane.

Restrictions

The inquiry includes the following default restrictions:

Restriction		Description
	Client Status	Select the status of clients to include.
	Client	Enter or select one or more clients to include in the inquiry results.
	Client Type	Enter or select one or more client types.
	Prospect	Select if prospective client should be included in the inquiry results.

For a list of the optional restrictions, see Clients Optional Restrictions.

Results

The inquiry contains a single level of client information, which includes Client Name, Primary Contact Name, Client Manager Name, Client Parent Name, Client Type Name, and Prospect. Clients Optional Columns.

The following optional columns of information are available:

Client Alternate Name
Client Code
Client Manager Code
Client Parent Code
Client Primary Address City
Client Primary Address Code
Client Primary Address Country Code
Client Primary Address Country Name
Client Primary Address Fax Number
Client Primary Address Mailing Address
Client Primary Address Name

Client Primary Address Phone Number
Client Primary Address State / Province Code
Client Primary Address State / Province Name
Client Primary Address Street
Client Primary Address Zip / Postal Code
Client Status
Client Type Code
Creation Date
Tax Code
Tax Code Name