 |
 |
|
|
This takes the basic client view and adds client categorisation.
This view is only suitable for advanced users. This is a categorisation view recording links from base entity to categories.
Inherits columns from view idvClient plus:
ClientType |
Broad categorisation of type of client as
|
ClientTypeDesc |
User friendly description of type of client |
BusinessTypeDesc |
User friendly description of type of client differentiating by broad business type descriptions |
Category1 |
Visible identifier of 1st client category |
Category1Desc |
Description of 1st client category |
Category2 |
Visible identifier of 2nd client category |
Category2Desc |
Description of 2nd client category |
Category3 |
Visible identifier of 3rd client category |
Category3Desc |
Description of 3rd client category |
Category4 |
Visible identifier of 4th client category |
Category4Desc |
Description of 4th client category |
Category5 |
Visible identifier of 5th client category |
Category5Desc |
Description of 5th client category |
Category6 |
Visible identifier of 6th client category |
Category6Desc |
Description of 6th client category |
Partner |
Visible identifier of responsible partner |
PartnerName |
Name of responsible partner |
Manager |
Visible identifier of responsible manager |
ManagerName |
Name of responsible manager |
PartnerBranch |
Visible identifier of any branch association for responsible partner. 'agent' = main (or only) branch. |
PartnerBranchDesc |
Description any branch association for responsible partner. |
ManagerBranch |
Visible identifier of any branch association for responsible manager. 'agent' = main (or only) branch. |
ManagerBranchDesc |
Description any branch association for responsible manager. |
Group |
Visible identifier of client group |
GroupDesc |
Description of client group |
SICCode |
Main SIC code associated with client |
SICCodeDesc |
Description of main SIC code associated with client |