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<< Click to Display Table of Contents >> Navigation: SharePoint Site > Document Center > Lists > Clients |
The Clients list contains information regarding clients in the practice management system and consists of the following fields:
Title |
|---|
Client Name |
Client ID |
Date Of Birth |
Phone |
Primary Contact Name |
Primary Contact Addressee |
Primary Contact Salutation |
Primary Contact Email |
Primary Contact Mobile |
Primary Contact Phone |
Tax Number |
Partner |
Manager |
Client Group |
BankAccountName |
BankBSB |
BankAccountNumber |
Post Code |
Postal Address |
Postal City |
Postal Country |
Postal Post Code |
Postal Region |
Address |
Region |
City |
Country |
Post Code |
Business Number |
Company Number |
Prepare GST |
Primary Contact Position |
Referral Source |
Website |
Export Code |
Signed Tax Authority |
GST Registered |
Agency Status |
Is Archived |
Is Prospect |
Account Manager ID |
Account Manager Name |
Job Manager ID |
Job manager Name |
is Deleted |
Bank Name |