|4496|Client Details|
|4497|Project Defaults|
|4498|Billing|
|4499|Conversations|

|4500|Client Logo|

|4501|You can upload a custom logo for your client so that when they log in they will see this on their portal|

|4502|Connections|

|4503|Contacts|{{:dp@contactCount}}
|4504|Invoices|{{:dp@invoiceCount}}
|4505|Receipts|{{:dp@checkCount}}
|4506|Opportunities|{{:dp@opportunityCount}}
|4507|Projects|{{:dp@projectCount}}
|4508|Estimates|{{:dp@estimateCount}}
|4509|Campaigns|{{:dp@campaignCount}}
|4510|Products|{{:dp@productCount}}
|4511|Divisions|{{:dp@divisionCount}}
|43707|Retainers|{{:dp@retainerCount}}
|4512|Company Details|

|4513|Company Info|

@CustomerID

|4515|Primary Contact|

@ContactTitle

@Fax

@AccountManagerName

@ProjectManagerName

@SalesPersonName

@ModifiedByName

@DateUpdated:DT

|4522|Last Conversation|

|4523|Current Level|

|4524|Next Activity|

@ContactOwnerName

@DateConverted:DT

@CreatedByName

@DateAdded:DT

@Comments

|4530|Social Media|

|25879|History|

|43918|Sales in | {{:dp@currentYear}}

|43919|Total Sales|

@TotalSales:n2

|43921|UnPaid Balance|

@UnPaidBalance:n2

|25882|Collection Period|

@CollectionPeriod:n2

|25883|Collection Period = Accounts Receivable Balance/Prior 12 Months Revenue/365 days.|

|25884|Collection Period is calculated using the following formula (Collection Period = Accounts Receivable Balance/Prior 12 Months Revenue/365 days). Revenue is averaged for the prior 12 month period.|

|4532|Address Info|

|4533|There are currently no addresses setup for this company|

|4534|Main address is not set on this company|

@AddressName

format(mainAddress.si,'address')

|4536|Other Addresses|

{{:format(item,'#address')}}

|37539|Attachments|

|37540|No attachments selected|

{{if:item.previewSquare}}
{{:item.previewSquare}}
{{if:}}
{{:item.FileName}}

|4497|Project Defaults|

@GLCompanyName

@OfficeName

@TeamName

@BillingManagerName

@NextCampaignNum

@NextProjectNum

@DefaultProjectsNonBillable:yesno

|44174|Key People|

@KeyPeople1Name

@KeyPeople2Name

@KeyPeople3Name

@KeyPeople4Name

@KeyPeople5Name

@KeyPeople6Name

@CurrencyDescription

@GetRateFromDesc

@HourlyRate:n2

@RateSheetName

@TitleRateSheetName

@LockLaborRate:yesno

@GetMarkupFromDesc

@ItemRateSheetName

@LockMarkupFrom:yesno

@IOBillAtName

@BCBillAtName

@SelectedServiceNames

@RequireCommentsOnTime:yesno

|4553|Billing Details|

@ParentCompany:yesno

@Overhead:yesno

@DefaultProjectsNonBillable:yesno

@BillingName

@DBAddressName

@BillingEmailContactName

@Comments

|4559|Credit Card|

|4560|You can enter the client's credit card details for paying your invoices.|

@CardHolderName

@CCNumber

|40828|ACH Info|

|41088|You can enter the client's ACH details for paying your invoices.|

@ACHAccountType

@ACHNameOnAccount

@ACHRoutingNumber

@ACHAccountNumber

|4563|Defaults|

@SalesTaxName

@SalesTax2Name

@EstimateLaborTaxableDesc

@DefaultSalesAccountName

@TemplateName

@LayoutName

@BillingMethodDesc

@DefaultExpensesNotIncluded:yesno

@DefaultRetainerTitle

@OneInvoicePerName

@DefaultARLineFormatName

@DefaultFFLineFormatName

@TermsDescription

@EstimateTemplateName

|4499|Conversations|

|4575|There are currently no conversations for this company|

|4576|There are no matches for this search|

{{:item.Subject}}

{{:item.AssignedUserName}}
{{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}}
All Day Event, {{:format(item.SortDate, 'D2')}}
{{else:}}
{{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}}
{{if:}} {{else:}} {{if:item.StartTime.length}}
{{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}},
{{if:}}
{{:format(item.SortDate, 'D2')}}
{{if:}}

{{if:item.UnreadCount === 0 }}
{{:formatValue('count', item.ReplyCount,' Replies')}}
{{else:}}
{{:formatValue('count', item.UnreadCount,' Unread')}}
{{if:}} {{if:item.IsFavorite === 0 }}
{{if: u.obn(item.VisibleToClient) > 0}} {{if:}}
{{else:}}
{{if: u.obn(item.VisibleToClient) > 0}} {{if:}}
{{if:}}

{{:item.Subject}}

{{:item.AssignedUserName}}
{{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}} All Day Event, {{:format(item.SortDate, 'D2')}} {{else:}} {{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}} {{if:}} {{else:}} {{if:item.StartTime.length}} {{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}}, {{if:}} {{:format(item.SortDate, 'D2')}} {{if:}}
{{if:item.DateCompleted}}
Completed: {{:format(item.DateCompleted,'d')}}
{{if:}} {{if:item.ContactName !== ""}}
Contact: {{:item.ContactName}}
{{if:}}
{{:format(item.Notes, 'flex')}}
- {{if:attachment.preview}}
  {{:attachment.preview}}
  {{else:}}
  
  {{if:}}
  {{:attachment.FileName}} ({{:format(attachment.Size,'bytes')}})
{{if:item.AttendeeCount}}
attendees: {{:item.Attendees}}
{{if:}} {{if:item.EmailCount}}
|40984|Emailed to:| {{:item.EmailList}}
{{if:}}

|43269|Validate Address|

|4526|Access Restrictions|

{{:item.GLCompanyName}}

|4575|There are currently no conversations for this company|

|4576|There are no matches for this search|

{{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}}
All Day Event, {{:format(item.SortDate, 'D2')}} {{else:}}
{{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}} {{if:}} {{else:}}
{{if:item.StartTime.length}} {{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}}, {{if:}} {{:format(item.SortDate, 'D2')}} {{if:}} {{if:item.UnreadCount === 0 }}
{{:formatValue('count', item.ReplyCount,' Replies')}}
{{else:}}
{{:formatValue('count', item.UnreadCount,' Unread')}}
{{if:}}

{{:item.AssignedUserName}}

{{:item.Subject}}
{{if:item.DateCompleted}}
Completed: {{:format(item.DateCompleted,'d')}}
{{if:}} {{if:item.ContactName !== ""}}
Contact: {{:item.ContactName}}
{{if:}}
{{:item.Notes}}
- {{if:attachment.preview}}
  {{:attachment.preview}}
  {{else:}}
  
  {{:attachment.FileName}} ({{:format(attachment.Size,'bytes')}})
  {{if:}}
{{if:item.AttendeeCount}}
attendees: {{:item.Attendees}}
{{if:}} {{if:item.EmailCount}}
emailed to: {{:item.EmailList}}
{{if:}}

|40533|If this is checked, all tracking budget tasks will be included on client invoices, regardless of time or expenses. If this is not checked, only tasks with time or expenses will be included |

|26830|Only used by Billing Worksheets on Fixed Fee projects. Allows you to have a line format different that the one used in Time and Material |

|40078|Specifies that a top invoice line is added (Billing Worksheets and Service/Item) |

|4608|Currently there is no level history for this company.|

Date

Level

{{:format(item.LevelDate,'d')}}

{{:item.LevelDescription}}

{{:item.GLCompanyName}}

{{:item.user.name}}

{{:format(item.user.screen_name, 'at')}}

{{:item.text}}

{{:item.postTimestamp}}

|4500|Client Logo|

|4502|Connections|

|4513|Company Info|

|4530|Social Media|

|4539|Custom Fields|

|25879|History|

|4532|Address Info|

|37539|Attachments|

|4497|Project Defaults|

|44174|Key People|

|4553|Billing Details|

|4559|Credit Card|

|40828|ACH Info|

|4563|Defaults|

|4499|Conversations|

|4579|Edit|

|4580|Contact Info|

|4583|Settings|

|4530|Social Media|

|4585|Edit Custom Fields|

|4588|New Address|

|4598|Edit Address|

|4553|Billing Details|

|4526|Access Restrictions|

|4559|Credit Card|

|40833|ACH|

|4497|Project Defaults|

|44174|Key People|

|4499|Conversations|

|4563|Defaults|

|4607|Level History|

|4609|Add GL Company|

|4510|Products|

|4511|Divisions|

|46074|X|

@TwitterID

|20959|Update Project Defaults|

|43273|Validate Company Address|

|43274|Workamajig Address|

|43276|Avalara Address|