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This view shows the partners, managers, groups and client categories that are assigned to each client.
This is collectively referred to as "the standard categorisation of client".
Where there is no data present for a client for each standard categorisation, then the data field will have a "?" in it.
This view is used by other views (see below), and is not intended for use by normal users on its own.
ClientId |
Client's user visible identifier |
ClientName |
Client's name |
ClientType |
Type of client (Business, Sole Trader etc.) |
ClientTypeDesc |
User friendly description of type of client |
ClientCatsObjectType |
Object type of the client |
ClientCatsInternalId |
Internal user identifier of the client |
ClientCategory1 |
1st Client category (set up in Practice Options) |
ClientCategory1Desc |
1st Client category description |
ClientCategory2 |
2nd Client category (set up in Practice Options) |
ClientCategory2Desc |
2nd Client category description |
ClientCategory3 |
3rd Client category (set up in Practice Options) |
ClientCategory3Desc |
3rd Client category description |
ClientCategory4 |
4th Client category (set up in Practice Options) |
ClientCategory4Desc |
4th Client category description |
ClientCategory5 |
5th Client category (set up in Practice Options) |
ClientCategory5Desc |
5th Client category description |
ClientCategory6 |
6th Client category (set up in Practice Options) |
ClientCategory6Desc |
6th Client category description |
ClientPartner |
Partner identifier responsible for client |
ClientPartnerName |
Name of partner responsible for client |
ClientPartnerBranch |
Branch identifier associated to the client through the partner responsible for client |
ClientPartnerBranchDesc |
Description of branch associated to the client through the partner responsible for client |
ClientManager |
Manager identifier responsible for client |
ClientManagerName |
Name of manager responsible for client |
ClientManagerBranch |
Branch associated to the client by the manager responsible for client |
ClientManagerBranchDesc |
Description of branch associated to the client by the manager responsible for client |
ClientGroup |
Client group identifier for client |
ClientGroupDesc |
Description of client group for client |
This view is directly used by the following views: