The Clients list window includes special column layouts for matter information.

(default) Column Layout

The “(default)” column layout includes columns for all fields.

Standard Column Layout

The following columns are included with the “Standard” column layout:

Client ID This column displays the Client ID for the matter. Click the Client ID hyperlink to open the associated matter in the Matter Manager.
Client Name This column displays the Client Name for the matter.
Work Description This column displays the Work Description for the matter.
Phone 1 This column displays the phone number assigned to the matter contact in the top-left position.
Phone 2 This column displays the phone number assigned to the matter contact in the bottom-left position.
Email Address This column displays the email address assigned to the matter.
Primary Timekeeper This column displays the timekeeper number for the Primary Timekeeper for the matter, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).
Category This column displays the category number of the Billing Category for the matter, followed by a hyphen, followed by the Category description (e.g., “35 - Family Law”).
Address Line 1 This column displays the first line of the address assigned to the matter.
Address Line 2 This column displays the second line of the address assigned to the matter.
Address Line 3 This column displays the third line of the address assigned to the matter.
City This column displays the city of the address assigned to the matter.
State This column displays the state of the address assigned to the matter.
Zip Code This column displays the zip code of the address assigned to the matter.
Client Portal

This column displays “Y” if any contacts are configured to access the Client Portal for the matter, or “N” if no contacts can access the Client Portal for the matter.

Note: The Client Portal column is only displayed if the Client Portal is enabled.

Additional Columns

The following additional columns can optionally be included in Statement Manager column layouts:

Contact Name This column displays the Contact Name for the matter.
Alpha Search This column displays the Name Search for the matter.
Client Full Name This column displays the Full Name of the client contact.
Contact Full Name This column displays the Full Name of the matter contact.
Address Type This column displays “Business,” “Home,” or “Other” based on the Address Selector for the matter.
Country This column displays the country of the address assigned to the matter.
Phone 3 This column displays the phone number assigned to the matter in the top-right position.
Phone 4 This column displays the phone number assigned to the matter in the bottom-right position.
Web Page This column displays the Web Page of the client contact.
Misc Description1 This column displays the contents of Miscellaneous 1 for the matter.
Misc Description2 This column displays the contents of Miscellaneous 2 for the matter.
Misc Description3 This column displays the contents of Miscellaneous 3 for the matter.
Open Date This column displays the Date Opened for the matter.
Close Date This column displays the Date Closed for the matter.
Billing Rate Code # This column displays the Rate Code # for the Billing Rate Code for the matter.
Billing Rate Code This column displays the Rate Code # for the Billing Rate Code for the matter, followed by a hyphen, followed by the Rate Code description (e.g., “1 - Timekeeper Rate 1”).
Hourly Rate This column displays the Hourly Rate for the matter.
Primary Tkpr # This column displays the timekeeper number for the Primary Timekeeper for the matter.
Secondary Tkpr # This column displays the timekeeper number for the Secondary Timekeeper for the matter.
Secondary Timekeeper This column displays the timekeeper number for the Secondary Timekeeper for the matter, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).
Originating Tkpr # This column displays the timekeeper number for the Originating Timekeeper for the matter.
Originating Timekeeper This column displays the timekeeper number for the Originating Timekeeper for the matter, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).
Category # This column displays the category number for the Billing Category for the matter.
Location This column displays the Location for the matter (e.g., “Lincoln”).
Budget Hours This column displays the Budget Hours for the matter.
Budget Amount This column displays the Budget Amount for the matter.
Discount Type This column displays “P” if the Discount Type field for the matter is set to Percentage, “A” if the field is set to Amount, and “N” if the field is set to None.
Discount Amount This column displays the Discount Amount for the matter.
Discount Percent This column displays the Discount Percent for the matter.
Task Based Billing This column displays “Y” if the Task Based Billing check box is selected for the matter, or “N” if the check box is cleared.
Inactive This column displays “Y” if the Inactive check box is selected for the matter, or “N” if the check box is cleared.
Bill On Demand This column displays “Y” if the Bill On Demand check box is selected for the matter, or “N” if the check box is cleared.
Release To Bill This column displays “Y” if the Release to Bill check box is selected for the matter, or “N” if the check box is cleared.
Progress Billing This column displays “Y” if the Progress Billing check box is selected for the matter, or “N” if the check box is cleared.
Billing Frequency This column displays the Billing Frequency for the matter (e.g., “Monthly”).
Nonbillable This column displays “Y” if the Nonbillable check box is selected for the matter, or “N” if the check box is cleared.
Finance Charge This column displays “Y” if the Assess Finance Charge check box is selected for the matter, or “N” if the check box is cleared.
Finance Charge Days This column displays the finance charge Days selected for the matter.
Finance Charge Rate This column displays the finance charge Rate selected for the matter.
Password Protect PDF Statements This column displays “Y” if the Use a password to protect PDF statements when emailed check box is selected for the matter, or “N” if the check box is cleared.
Fund Balance This column displays the current Client Funds Balance for the matter.
Secure Client This column displays “Y” if the Secure Client check box is selected for the matter, or “N” if the check box is cleared.
Main Cover Client This column displays “Y” if the Main Cover Client check box is selected for the matter, or “N” if the check box is cleared.

Note: The "Client" terminology used in “Clients,” "Client ID,” “Client Name," “Client Full Name,” “Secure Client,” and “Main Cover Client,” and the “Timekeeper” terminology used in “Primary Tkpr #,” “Primary Timekeeper,” “Secondary Tkpr #,” “Secondary Timekeeper,” “Originating Tkpr #,” and “Originating Timekeeper” can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.