NAVIGA-Gen Clients
Type: Clients
Basic Client report
NAVIGA-Gen Clients Downloads
Basic Client report
Bundle (TGZ): NAVIGA-Gen Clients
Definition JSON: naviga-gen-clients.json
Summary
This is a basic client report. Using GEN Clients as the base mapping.
For more detail on how the mappings in client reports work see Basic Client Report Video
Description
Basic Client report.
View video here -> https://naviga-informer-docs.netlify.app/docs/informer/informer-video-training#basic-client-report
Fields
| Label | Alias | Type | Hidden | Description |
|---|---|---|---|---|
| Client Id | nameId | double | Client Identifier. In database this is called the "Name ID" and is found in both the GEN Clients and GEN Company/Individual Names | |
| Client Name | new_name_assoc_fullName | keyword_text | Name of Client. | |
| Client Type Desc | clientTypeDesc | keyword_text | ||
| Account Date Opened | acctOpened | date | Date the Client account was opened. | |
| Credit Limit | crLimit | keyword_text | Client credit limit | |
| Brands | brands | keyword_text | Multivalued fields showing all brands associated with this client. | |
| Address Line 1 | new_name_assoc_a_d_preferred_address_assoc_addressLine1 | keyword_text | Ad Preferred Address Line 1 | |
| Address Line 2 | new_name_assoc_a_d_preferred_address_assoc_addressLine2 | keyword_text | Ad Preferred Address Line 2 | |
| Address Line 3 | new_name_assoc_a_d_preferred_address_assoc_addressLine3 | keyword_text | Ad Preferred Address Line 3 | |
| City | new_name_assoc_a_d_preferred_address_assoc_city | keyword_text | Ad Preferred City | |
| State | new_name_assoc_a_d_preferred_address_assoc_state | keyword_text | Ad Preferred State | |
| Zip Code | new_name_assoc_a_d_preferred_address_assoc_zipCode | keyword_text | Ad Preferred Zipcode | |
| Active Ind | active | keyword_text | Active Indicator on the GEN Clients mapping Y = This client is active N = Not active | |
| Agency Ind | agencyInd | keyword_text | Y = This client is an Agency N = Not an Agency | |
| Client Name Do Not Use Ind | new_name_assoc_doNotUseInd | keyword_text | Do Not Use Indicator on the GEN Company/Individual Names mapping Y = Do NOT Use N = Can be Used | |
| Client Name Specific Job Title | new_name_assoc_specificJobTitle | keyword_text | Clients Job Title if applicable. These will only show up on Individual (Name Type = I) records. | |
| Last Pay Amt | lastPayAmt | double | ||
| Confirmation Email Contact ID | confEmailContactId | keyword_text | Contact ID for contact email on Contacts Emailed Confirmations. See docs -> https://naviga-informer-docs.netlify.app/docs/informer/informer-mappings-gen-clients#overview-of-advertising-contacts | |
| Client Name Type Id | client_name_assoc_nameTypeId | keyword_text | C = Advertiser I = Individual / Contact / Employee | |
| Client Name Client Type | client_name_assoc_client_assoc_clientType | keyword_text | ||
| Credit Stop Date | crStopDate | date | Date the the credit was stopped | |
| Credit Stop Indicator | creditStop | keyword_text | Indicates if this clients credit is stopped Y = This client has credit stopped N = Credit is not stopped | |
| Stmt Email Contact ID | stmtEmailContactId | keyword_text | Contact ID for contact email on Statement Details. See docs -> https://naviga-informer-docs.netlify.app/docs/informer/informer-mappings-gen-clients#advertising-setup-for-digital-first-naviga-users | |
| AD Invoice Contact ID | adInvoiceContactId | keyword_text | ||
| Inv Email Contact ID | invEmailContactId | keyword_text | Contact ID for contact email on Misc. Billing Details. See docs -> https://naviga-informer-docs.netlify.app/docs/informer/informer-mappings-gen-clients#delivery-methods |