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Details

This will retrieve the ABN of the client as entered on the Client Detail screen.

This will retrieve the ACN of the client as entered on the Client Detail screen.

This will retrieve the Bank Account Name entered for the client.  This is retrieved from the Client Detail Screen.

This will retrieve the Bank Account Number entered for the client.  This is retrieved from the Client Detail Screen.

This will retrieve the Branch Name entered for the client.  This is retrieved from the Client Detail Screen.

This will retrieve the Bank Branch Number entered for the client.  This is retrieved from the Client Detail Screen.

This will retrieve the Bank Name entered for the client.  This is retrieved from the Client Detail Screen.

This will retrieve the Business Description entered for the client.  This is retrieved from the text box in the Client-Profile window.

This will retrieve the Name of the client as entered on the Client Detail screen.

This will retrieve the Company Type of the client (i.e. Business (small) <20 Staff, Manufacturing >100 Staff, etc.).  This is retrieved from the Client Category combo box on the Client Detail screen.

This will retrieve the Country in which that client is located.

This will retrieve the current balance of the client as per the Financial Tab

This will retrieve the Email address of the client as entered on the Client Detail screen.

This will retrieve the Fax number of the client as entered on the Client Detail screen.

This will retrieve the FSRA type of the client as entered on the Client Detail screen.

This will retrieve the ID assigned to the client on the Client Detail screen.

This will retrieve the balance of the client invoice statement as stated on the Transaction Screen.

This will retrieve the client's ID number of the of the invoice statement as stated on the Transaction Screen.

This will retrieve the due date of the of the client invoice statement as stated on the Transaction Screen.

This will retrieve the amount of the of the client invoice statement as stated on the Transaction Screen.

This will retrieve the date of the of the client invoice statement as stated on the Transaction Screen.

This will retrieve the ID number of the of the client invoice statement as stated on the Transaction Screen.

This will retrieve the invoice number of the of the client invoice statement as stated on the Transaction Screen.

This will retrieve the policies of the of the client invoice statement as stated on the Transaction Screen, displaying the full insurer name.

This will retrieve the policies of the of the client invoice statement as stated on the Transaction Screen, displaying the insurer short name.

This will retrieve the status of the of the client invoice statement as stated on the Transaction Screen.

This will retrieve the Mobile number of the client as entered on the Client Detail screen.

This will retrieve the other names associated

with the client based on what has been entered

in the Other Names web grid in Client-

Profile tab. This can only be used

within a Client Other Names repeat type.

This will retrieve the type of name (i.e. Trading

Name, Subsidiary) associated with the client

based on what has been entered in the Other

Names web grid in Profile tab. This can only be used within a Client Other Names repeat type.

This will retrieve the text in Client Paragraph 1 within the Client-Wordings tab.

This will retrieve the information for Paragraph 1 in the Included Wordings table of a Client-Wordings tab.

This will retrieve the text in Client Paragraph 2 within the Client-Wordings tab.

This will retrieve the information for Paragraph 2 in the Included Wordings table of a Client-Wordings tab.

This will retrieve the text in Client Paragraph 3 within the Client-Wordings tab.

This will retrieve the information for Paragraph 3 in the Included Wordings table of a Client-Wordings tab.

This will retrieve the text in Client Paragraph 4 within the Client-Wordings tab.

This will retrieve the information for Paragraph 4 in the Included Wordings table of a Client-Wordings tab.

This will retrieve the Telephone number of the client as entered on the Client Detail screen

This will retrieve the second Telephone Number as entered on the Client Detail screen

This will retrieve the Address of Client flagged as Primary. This is retrieved from the table in the Client-Addresses Tab.

This will retrieve the Address Street Name of Client flagged as Primary. This is retrieved from the table in the Client-Addresses Tab.

This will retrieve the Address entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Country entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Email Address entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Fax Number entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the First Name of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Job Title entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Last Name of the contact flagged as Primary.  This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Mailing Name (i.e. combination of Contact First Name and Surname) of the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Mobile Number entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Telephone Number entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the second telephone number of the contact flagged as Primary. This is retrieved from the Client Detail Screen.

This will retrieve the Salutation entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Title (i.e. Doctor) entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the code of the title (i.e. Doctor) entered for the contact flagged as Primary. This is retrieved from the Contact Detail screen for the specific contact.

This will retrieve the Profession of the client as chosen from the Profession combo box located on the Client Detail screen.

This will retrieve the item value of profile item 1 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 2 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 3 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 4 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 5 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 6 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 7 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 8 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 9 as entered in the Profile tab of a Client's record.

This will retrieve the item value of profile item 10 as entered in the Profile tab of a Client's record.

This will retrieve the description of the profile value as entered in the Profile Data-Admin web grid and assigned to the client table.

This will retrieve the label of the profile item as entered in the Profile Data-Admin web grid and assigned to the client table. This label will then appear in the Profile list in the Client-Profile tab.

This will retrieve the description of the profile value as entered in the Profile Data-Admin web grid and assigned to the client table.

This will retrieve the Rating Text assigned to the client of the Rating combo on the Client Detail screen.

This will retrieve the colour that the rating text appears on the Client Detail screen.

This will retrieve the Reference No of the client as entered on the Client Detail screen.

This will retrieve the Region of the client as entered on the Region screen.

This will retrieve the ID of the clients listed in the Related Clients web grid. This can only be used within the Related Client repeat type.

This will retrieve the name of the clients listed in the Related Clients web grid. This can only be used within the Related Clients repeat type.

This will retrieve the relation ID (i.e. the ID of the relationship between the clients) of the clients listed in the Related Clients web grid. This can only be used within the Related Clients repeat type.

This will retrieve the relation text (i.e. the actual relationship term between the clients) of the clients listed in the Related Clients web grid. This can only be used within the Related Clients repeat type.

This will retrieve the Short Name of the client as entered on the Client Detail screen.

This will retrieve the Since Date of the client as entered on the Client Detail screen.

This will retrieve the status of the client as entered via the Client Detail screen.

This will retrieve the other names of the client that have been classified as Trading Names. Each name will be separated by a semi colon. This information is retrieved from the Client Detail screen.

This will retrieve the type of client (i.e. Company, Individual, etc.)

This will retrieve the Web Address of the client as entered on the Client Detail screen.