Client Fields

Client Fields

General Client Fields

Field
Explanation
[CLI_ACTADD]
The client’s actual address 
[CLI_ACTADD_LINE]
The client’s actual address

Printed on one line
[CLI_ACTADD_OR_POSADD]
The actual address of the client

If there is no actual address then this will use the postal address instead
[CLI_ACTADD_OR_POSADD_LINE]
The actual address of the client

If there is no actual address then this will use the postal address instead

Printed on one line
[CLI_ALP]
The alpha code allocated to a client
[CLI_BIRDTE]
The client’s date of birth from the Client Security Register Details screen
[CLI_BNKACC]
The client’s bank account number
[CLI_BNKBRN]
The client’s bank and branch details
[CLI_BUSNUM]
The client’s business number (NZBN or ABN)
[CLI_COTNME]
The client contact name from the contact button in the client database
[CLI_COTPOS]
The client contact position from the contact button in the client database
[CLI_COTSAL]
The client contact salutation from the contact button in the client database
[CLI_DES]
The client’s name from the name area in client set up
[CLI_DIRECTPHN]
The client’s direct telephone number
[CLI_DRVLICEXPDTE]
The client’s driver’s license expiry date from the Client Security Register Details screen 
[CLI_DRVLICNO]
The client’s driver’s license number from the Client Security Register Details screen 
[CLI_GEN]
The clients gender description
[CLI_HMEEML]
The client’s home e-mail number
[CLI_HMEFAX]
The client’s home fax number
[CLI_HMEPHN]
The client’s home telephone number
[CLI_IRDNO]
The client’s IRD number
[CLI_MOBPHN]
The client’s mobile telephone number
[CLI_NMEADD]
Full name and address details of the client 
[CLI_NRCOUCODE]
Description of the Country Code associated with a client

Note: Only created when the Create IR Certificate Process is completed
[CLI_NUM]
The unique internal number the system allocates to each client
[CLI_OCC]
The client’s occupation 
[CLI_POSADD]
The client’s address details from the postal address area

If this is blank, the details here will be substituted with the actual address details. 
[CLI_POSADD_LINE]
The client’s address details from the postal address area

If this is blank, the details here will be substituted with the actual address details

Printed on one line
[CLI_SEC_COY_NO]
The clients company number from the Client Security Register Details screen
[CLI_SEC_REG_IDN]
The security identification number from the Client Security Register Details screen 
[CLI_WRKEML]
The client’s work e-mail number
[CLI_WRKFAX]
The client’s work fax number
[CLI_WRKPHN]
The client’s work telephone number
[CLI_WTH_ALP]
Withholding Tax Code associated with the current client
[CLI_WTH_DES]
Withholding Tax Description associated with the current client
[CLI_WTH_RTE]
The rate of RWT currently on the client file

Address Changes

The below fields are only created if an Address Change Communication Type has been specified on the Client Control Details. 

These fields will contain the value on the client record before the change.
FieldExplanation
[CLI_ACTADD_OLD]Details of the old address if a client address is changed
[CLI_BNKACC_OLD]The client’s bank account number
[CLI_BNKBRN_OLD]The client’s bank and branch details
[CLI_CODE_OLD]The alpha code allocated to a client
[CLI_COTNME_OLD]The client contact name from the contact button in the client database
[CLI_COTPOS_OLD]The client contact position from the contact button in the client database
[CLI_COTSAL_OLD]The client contact salutation from the contact button in the client database
[CLI_DDPHN_OLD]The client’s direct telephone number
[CLI_HMEEML_OLD]The client’s home e-mail number
[CLI_HMEFAX_OLD]The client’s home fax number
[CLI_HMEPHN_OLD]The client’s home telephone number
[CLI_IRDNO_OLD]The client’s IRD number
[CLI_MOBPHN_OLD]The client’s mobile telephone number
[CLI_NRCOUCODE_OLD]Description of the Non Resident Country Code associate with a client if that filed has been completed
[CLI_POSADD_OLD]The client’s address details from the postal address area

If this is blank, the details here will be substituted with the actual address details
[CLI_SEDCODE_OLD]The alpha code allocated to a client
[CLI_WRKEML_OLD]The client’s work e-mail number
[CLI_WRKFAX_OLD]The client’s work fax number
[CLI_WRKPHN_OLD]The client’s work telephone number
[CLI_WTHTAX_OLD]Withholding Tax Code associated with the current client

Guarantor Details

These are set up on the Associated Parties dialog, and can be used in any client or quotation communications, as well as communications created directly from the account.

The guarantor number must be entered where the n value is shown. (n is between 1 and 4)

E.g. For the First Guarantors Actual Address the field would read [GUACLI1_ACTADD]
FieldExplanation
[GUACLIn_ACTADD]nth Guarantors actual address
[GUACLIn_ACTADD_LINE]nth Guarantors actual address

Printed on one line
[GUACLIn_ACTADD_OR_POSTADD]nth Guarantors actual address

If there is no actual address then this will use the postal address instead
[GUACLIn_ACTADD_OR_POSTADD_LINE]nth Guarantors actual address

If there is no actual address then this will use the postal address instead

Printed on one line
[GUACLIn_BIRDTE]nth Guarantors Birth Date - only available when entering a quotation
[GUACLIn_BUSNUM]nth Guarantors Business Number
[GUACLIn_COTSAL]Contact Salutation for the nth Guarantor
[GUACLIn_SEC_COY_NO]Company Number for the nth Guarantor
[GUACLIn_DES]Name of the nth Guarantor
[GUACLIn_DRVLICNO]The nth Guarantors drivers licence number from the Client Security Register Details screen
[GUACLIn_HMEEML]nth Guarantors home email address
[GUACLIn_HMEPHN]nth Guarantors home phone number
[GUACLIn_IRDNO]nth Guarantors IRD number
[GUACLIn_MOBPHN]nth Guarantors mobile number
[GUACLIn_NMEADD]Full name and address of the nth Guarantor
[GUACLIn_NMEADD_LINE]
Full name and address of the nth Guarantor

Printed on one line
[GUACLIn_OCC]nth Guarantors Occupation - only available when entering a quotation
[GUACLIn_PHN]nth Guarantors home phone, work phone and work fax number
[GUACLIn_POSADD]nth Guarantors postal address details 
[GUACLIn_POSADD_LINE]
nth Guarantors postal address details

Printed on one line
[GUACLIn_WRKEML]nth Guarantors work email address
[GUACLIn_WRKFAX]nth Guarantors work fax number
[GUACLIn_WRKPHN]nth Guarantors work phone number

Second Client Details

These are set up on the Associated Parties dialog, and can be used in any client or quotation communications, as well as communications created directly from the account.

A number n of second clients may be entered.   (n is between 1 and 4)

The second client number must be entered where the n value is shown.   (n is between 1 and 4)

Eg. For the Second Clients Actual Address, the field would read [SECCLI1_ACTADD]
FieldExplanation
[SECCLIn_ACTADD]nth Second Clients actual address
[SECCLIn_ACTADD_LINE]nth Second Clients actual address

Printed on one line
[SECCLIn_ACTADD_OR_POSTADD]nth Second Clients actual address

If there is no actual address then this will use the postal address instead
[SECCLIn_ACTADD_OR_POSTADD_LINE]nth Second Clients actual address

If there is no actual address then this will use the postal address instead

Printed on one line
[SECCLIn_BIRDTE]nth Second Clients Birth Date - only available when entering a quotation
[SECCLIn_BUSNUM]nth Second Clients Business Number
[SECCLIn_COTSAL]Contact Salutation for the nth Second Client
[SECCLIn_SEC_COY_NO]Company Number for the nth Second Client
[SECCLIn_DES]Name of the nth Second Client
[SECCLIn_DRVLICNO]The nth Second Clients drivers licence number from the Client Security Register Details screen
[SECCLIn_HMEEML]
nth Second Clients home email address
[SECCLIn_HMEPHN]
nth Second Clients home phone number
[SECCLIn_IRDNO]
nth Second Clients IRD number
[SECCLIn_MOBPHN]
nth Second Clients mobile number
[SECCLIn_NMEADD]
Full name and address of the nth Second Client
[SECCLIn_NMEADD_LINE]
Full name and address of the nth Second Client

Printed on one line
[SECCLIn_OCC]
nth Second Clients Occupation - only available when entering a quotation
[SECCLIn_PHN]
nth Second Clients home phone, work phone and work fax number
[SECCLIn_POSADD]
nth Second Clients postal address details 
[SECCLIn_POSADD_LINE]
nth Second Clients postal address details

Printed on one line
[SECCLIn_WRKEML]
nth Second Clients work email address
[SECCLIn_WRKFAX]
nth Second Clients work fax number
[SECCLIn_WRKPHN]
nth Second Clients work phone number

Next of Kin Details

These are set up on the Associated Parties dialog, and can be used in any client or quotation communications, as well as communications created directly from the account.

FieldExplanation
[NXTKINCLI_ACTADD]The Next of Kin’s actual address
[NXTKINCLI_ACTADD_LINE]The Next of Kin’s actual address

Printed on one line
[NXTKINCLI_ACTADD_OR_POSTADD]The Next of Kin’s actual address

If there is no actual address then this will use the postal address instead
[NXTKINCLI_ACTADD_OR_POSTADD_LINE]The Next of Kin’s actual address

If there is no actual address then this will use the postal address instead

Printed on one line
[NXTKINCLI_BIRDTE]The Next of Kin’s Birth date – only available when entering a quotation
[NXTKINCLI_COTNME]Contact name for the Next of Kin
[NXTKINCLI_COTSAL]Contact Salutation for the Next of Kin
[NXTKINCLI_SEC_COY_NO]Company Number for the Next of Kin
[NXTKINCLI_DES]Name of the Next of Kin client 
[NXTKINCLI_DRVLICNO]The Next of Kin’s drivers license number from the Client Security Register Details screen
[NXTKINCLI_HMEEML]
The Next of Kin’s home email address
[NXTKINCLI_HMEPHN]
The Next of Kin’s home phone number
[NXTKINCLI_IRDNO]
The Next of Kin’s IRD number
[NXTKINCLI_MOBPHN]
The Next of Kin’s mobile number
[NXTKINCLI_NMEADD]
Full name and address details of the Next of Kin client
[NXTKINCLI_NMEADD_LINE]
Full name and address details of the Next of Kin client

Printed on one line
[NXTKINCLI_OCC]
The Next of Kin’s Occupation – only available when entering a quotation
[NXTKINCLI_POSADD]
The Next of Kin’s postal address details
[NXTKINCLI_POSADD_LINE]
The Next of Kin’s postal address details

Printed on one line
[NXTKINCLI_WRKEML]
The Next of Kin’s work email address
[NXTKINCLI_WRKFAX]
The Next of Kin’s work fax number
[NXTKINCLI_WRKPHN]
The Next of Kin’s work phone number

Dealer Client Details

These can be used in any account or quotation communications.

FieldExplanation
[DEALER_ACC_DES]Account description from the dealer account
[DEALER_ACTADD]Dealer’s actual address

If there is no actual address then this will use the postal address instead
[DEALER_ACTADD_OR_POSADD]Dealer’s actual address

If there is no actual address then this will use the postal address instead

Printed on one line
[DEALER_BIRDTE]Birth date of the dealer from the client record
[DEALER_COTNME]Contact name of the dealer from the client record
[DEALER_COTSAL]Contact Salutation of the dealer from the client record
[DEALER_DES]Name of the Dealer from the Client Description
[DEALER_HMEPHN]Home telephone number of the dealer from the client record
[DEALER_NMEADD]Name and Address details of the dealer from the client record
[DEALER_OCC]Occupation of the dealer from the client record
[DEALER_POSADD]
Postal address of the Dealer
[DEALER_WRKFAX]
Work fax number of the dealer from the client record
[DEALER_WRKPHN]
Work phone number of the dealer from the client record

    • Related Articles

    • Communication Fields - Overview

      The significance of Word Embed Fields It is possible to create any type of Communications to go out to clients. To make this as effective and efficient as possible, there is a list of fields that can be used to embed information directly into a ...

    • Communications

      Purpose A Communication is a record of the external dealings you have with your clients. This may be in the form of letters, documentation, records of conversations, or attachments of relevant external files. Concepts Template Document Documents used ...

    • Bailment Fields

      Common Bailment Fields The following communication replacement fields are created from any bailment communication process: Field Explanation [BMTDLR_CODE] Bailment Dealer Code [BMTDLR_DES] Bailment Dealer Description [BMTDLR_OPENDATE] Bailment Dealer ...

    • Account Fields

      Account Type Fields Field Explanation [ACCTYPE_DES] The description of the account type selected to the account at the time the Communication is created Generic Account Fields Field Explanation [ACC_ARREARS_DAYS] This shows the number of days the ...

    • Deposit Account Fields

      Deposit Process Fields These fields are created on all maturity / interest action combinations. These fields are created when either the Create Certificates or Create Maturity Notices processes are run: Field Explanation [ACC_BAL1_AFT_INT] Balance of ...