Client Profile Section

You can access the Client Profile section to add and view profile information for a client.

You can access the Add Client Profile dialog box to add profile information for a new client. The Add Client Profile dialog box is displayed by the system after you have added a new client using the Add Client dialog box. You can access the Edit Client Profile dialog box to edit profile information for an existing client.

For more information on the RMA Submission portion of the Client Profile dialog box, see your administrator.

Using This Section

Click (the action menu button) and choose Edit to bring up the Client Profile section in edit mode.

Field Details

The following table provides information regarding the fields in the Add Client Profile and Edit Client Profile dialog boxes.

Field Name	Required Field?	Description
Client Type	Yes	The type of client: Business Individual Organization Note: Clients with the Organization client type are typically non-profit organizations.
Client Number	No	Number that uniquely identifies a client.
Full Name	Yes	Complete name of the client (e.g., Abernathy, Inc. or Winston Abernathy).
Short Name	No	Name by which you commonly refer to the client and would use to perform searches.
Doing Business As	No	DBA. Name under which the client conducts business.
Legal Name	No	Only displays for clients that have a client type of Business, Organization, or Unassigned. It can contain a name of 200 characters.
Tax ID, SSN, or Tax ID/SSN	No	This field name depends on the client type: Tax ID (for a business/organization), SSN (for an individual) or Tax ID/SSN (for unassigned)
Prim. Address Type	No	The type of primary address the client has: Address of Record Billing Business Home Mailing Seasonal Primary
Prim. Address	No	Client's primary mailing address.
Prim. E-mail Type	No	The type of primary e-mail that the client has: Home E-mail Work E-mail
Home E-mail	No	Client's home e-mail address.
Work E-mail	No	Client's work e-mail address.
Created By	Automatically recorded	Person who created the client's profile information.
Last Updated By	Automatically recorded	Person who last updated the client's profile information.
Created Date	Automatically recorded	Date the client's profile information was created.
Last Updated	Automatically recorded	Date the client's profile information was last updated.
DUNS Number	No	Client's DUNS number.
NAICS Code 1	No	First NAICS code. Click to bring up the NAICS Lookup.
NAICS Code 2	No	Second NAICS code. Click to bring up the NAICS Lookup.
NAICS Code 3	No	Third NAICS code. Click to bring up the NAICS Lookup.
NAICS Code 4	No	Fourth NAICS code. Click to bring up the NAICS Lookup.
Fiscal End of Year	No	Enter the month and day (in MM/DD format) that will be designated as the fiscal end of year for this client. If you enter an invalid MM/DD combination (such as 13/31 or 11/31), the MM and DD values will revert to the highest appropriate values (12/31 and 11/30, respectively).
Always End of Month	No	Select this check box to use the month value from the Fiscal End of Year field and to automatically use the last day of that month. Selecting this check box could change the value in the Fiscal End of Year field. For example, if you had 12/30 (or 12/16) in the Fiscal End of Year field, selecting the Always End of Month check box would change the value to 12/31.
Rel. Manager	No	Select the user that will serve as the relationship manager for this client. The list of relationship managers is created and maintained by your Statement Analyzer administrator
Pri. Phone Type	No	The type of primary phone the client has: Business Phone Cell Direct Fax Home Phone
Business Phone	No	Client's business telephone number, including area code.
Cell Phone	No	Client's cell phone number, including area code.
Direct Line	No	Client's direct telephone number, including area code.
Fax	No	Client's fax number, including area code.
Home Phone	No	Client's home telephone number, including area code.
Website	No	Client's Web address.
RMA Submission Information
Legal Form	No	Select the legal business structure of the company (corporation, non-profit, and so on).
Line of Business	No	Select the line of business for the company (manufacturing, sales, and so on).
Primary Product	No	Enter the product the company primarily deals in (for example, "medical devices").
Submit to RMA	No	Check this box if you want to have the data submitted to RMA. Note: Administrators have the option to clear or set all client submission flags.