| Statement Designer Fields | 
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The following fields are available to be selected via the Field Selection Pane of the Statement Designer window:
Statement Customization Fields
Note: Once a field is added to a page layout, the Field ID is shown on the Page Layout pane of the Statement Designer window when the Field Names right-click menu option is toggled on.
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Name |
Field ID |
Source |
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Firm Name and Address |
@firmFullAddr |
All values are taken from the Firm Information window in System Configuration. |
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Firm Name |
@firmName |
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Firm Address |
@firmAddress |
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State Name |
@firmStateName |
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County |
@firmCounty |
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Federal ID |
@firmFedId |
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Firm Phone Number |
@firmPhone |
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Firm Fax Number |
@firmFax |
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Firm Email |
@firmEmail |
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Firm Web Site |
@firmWebsite |
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Name |
Field ID |
Source |
Notes |
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Page Number |
@pageNo |
Page number of the statement. |
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Statement Number |
@statementNo |
Statement Number assigned when the statement is run. |
Depends on how Statement Numbering is configured in Customization and the Beginning Number specified on the Options tab of the Generate Statement window. |
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Report Date |
@reportDate |
System Date of the computer when the statement is run. |
Uses an mm/dd/yyyy format. |
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Report Time |
@reportTime |
System Time of the computer when the statement is run. |
Uses an hh:mm pm format. |
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Statement Date |
@statementDate |
Statement Date specified on the Options tab of the Statement program. |
Uses an mm/dd/yyyy format. |
| Payment QR Code | @t3PayPymtQrCode | Payment link is generated when the statement is run. | Creates a scannable QR code that allows a client to pay their statement via the Tabs3 Pay® website. Requires the Include Tabs3 Pay Payment Links check box to be selected on the Tabs3 Pay tab of Customization. |
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Name |
Field ID |
Source |
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Headings 1-9 |
@headings |
All values are taken from the Headings tab in the Statement Customization program. |
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Heading 1 |
@heading1 |
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Heading 2 |
@heading2 |
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Heading 3 |
@heading3 |
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Heading 4 |
@heading4 |
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Heading 5 |
@heading5 |
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Heading 6 |
@heading6 |
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Heading 7 |
@heading7 |
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Heading 8 |
@heading8 |
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Heading 9 |
@heading9 |
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Name |
Field ID |
Source |
Notes |
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Bill To Full Name |
@name |
All values are taken from the client's Bill To record, which is stored in the Bill To Record window on the Billing Preferences tab of the Client File. |
The Bill To Full Name will print as it appears in the Full Name field of the Contact record for the Bill To Name field contact. For Secure Clients, the Bill To Name field will be reversed if a "/" character is found ("Last/First" will become "First Last"). All Bill To records set up on the Billing Preferences tab of the Client file will receive statements when Mail Statement or Email Statement is selected. The Additional Bill To record's statement header will print an address only when Bill To fields are used. Additionally, the Additional Bill To record's address will only print on a statement when the Print the Bill To's Name and Address on the Statement option is selected in the Bill To Record window. |
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Bill To Address 1 |
@addr1 |
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Bill To Address 2 |
@addr2 |
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Bill To Address 3 |
@addr3 |
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Bill To City |
@city |
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Bill To State |
@state |
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Bill To Zip |
@zip |
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Bill To City, State and Zip |
@cityStateZip |
Based on City, State Zip. |
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Bill To Country |
@country |
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Bill To Full Name and Address |
@nameAndAddress |
Based on Bill To Full Name, 3 address lines, and City, State Zip. |
Blank address lines are not printed. |
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Bill To Address |
@address |
Based on 3 address lines, and City, State Zip. |
Blank address lines are not printed. |
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Bill To Email |
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Attention Line |
@attentionLine |
Based on the selection in the Include Attention line on statement check box and field. |
If the Include Attention line on statement check box is selected, either the Matter's Contact Name or the text in the Other field will print. If the check box is cleared, this line will not print. |
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Attn: |
@attentionLabel |
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Name |
Field ID |
Source |
Notes |
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Client ID |
CLIENT_ID |
Client File: Address tab |
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Client Name |
NAME |
Based on the Last/First Client Name |
The Client Name will print as it appears in the Client Name field on the Address tab of the Client file (Last/First). |
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Client Full Name |
@clientName |
Based on the Last/First Client Name |
The Client Full Name will print as it appears in the Full Name field of the Contact record for the Client Name field contact. For Secure Clients, the Client Name field will be reversed if a "/" character is found ("Last/First" will become "First Last"). |
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Name Search |
ALPHA_SEARCH |
Client File: Address tab |
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Address 1 |
ADDR1 |
Client File: Address tab |
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Address 2 |
ADDR2 |
Client File: Address tab |
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Address 3 |
ADDR3 |
Client File: Address tab |
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City |
CITY |
Client File: Address tab |
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State |
STATE |
Client File: Address tab |
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Country |
COUNTRY |
Client File: Address tab |
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Zip Code |
ZIP |
Client File: Address tab |
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Client City, State and Zip |
@clientCityStateZip |
Based on City, State Zip. |
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Client Full Name and Address |
@clientNameAndAddress |
Based on Client Name, 3 address lines, and City, State Zip. |
Blank address lines are not printed. |
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Client Address |
@clientAddress |
Based on 3 address lines, and City, State Zip. |
Blank address lines are not printed. |
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Contact Full Name |
@contact |
Client File: Address tab |
When a statement is printed with an Additional Bill To record, the Contact Full Name is not included. |
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Phone 1 |
Phone1 |
Client File: Address tab |
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Phone 1 Label |
Phone1_Src |
Client File: Address tab |
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Phone 2 |
Phone2 |
Client File: Address tab |
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Phone 2 Label |
Phone2_Src |
Client File: Address tab |
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Phone 3 |
Phone3 |
Client File: Address tab |
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Phone 3 Label |
Phone3_Src |
Client File: Address tab |
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Phone 4 |
Phone4 |
Client File: Address tab |
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Phone 4 Label |
Phone4_Src |
Client File: Address tab |
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Email Address |
EMAIL_ADDRESS |
Client File: Address tab |
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Work Description |
DESC |
Client File: Address tab |
The Work Description field works differently than the other fields. The Work Description will be included on a statement regardless of whether you use it in the Statement Designer. When the Work Description field is not used in the statement designer heading, Tabs3 automatically includes the work description as part of the statement body. If you want the work description to print for each matter when using the Combine Matter option for multiple matters, do not use the work description in the statement designer heading.
When the Work Description field is used in the statement designer heading, the work description is not printed in the statement body; instead, Tabs3 prints the work description as part of the statement header. When using the Combine Matters option for multiple matters, only the work description for the main client will be printed on the statement. |
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Re: |
@ReLabel |
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Only prints on a statement when the Work Description field is also included in the statement designer header. |
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Client Notes |
NOTES |
Client File: Client Notes tab |
Although the Client Notes field is a rich text field, any bold, italic, and underline formatting will not be included on statements. |
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Miscellaneous 1 Miscellaneous 2 Miscellaneous 3 |
MISC_1 MISC_2 MISC_3 |
Client File: Custom Fields tab Client File: Custom Fields tab Client File: Custom Fields tab |
If a miscellaneous line is used in a page layout, it will print where designated (provided an asterisk is not included in the first character position). If a miscellaneous line is not used in a page layout, it will print automatically at the top of the statement body, which is how the miscellaneous lines print when page layouts are not used. |
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Date Opened |
DATE_OPEN |
Client File: Address tab |
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Date Closed |
CLOSE_DATE |
Client File: Address tab |
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Location |
LOCATION |
Client File: Address tab |
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Billing Frequency Character |
BILLING_FREQUENCY |
Client File: Setup tab |
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Category |
CATEGORY |
Client File: Setup tab |
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Category Description |
CATEGORY:DESCRIPTION |
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Primary Timekeeper Number |
PRIM_TKPR |
Client File: Setup tab |
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Primary Timekeeper Name |
PRIM_TKPR:NAME |
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Primary Timekeeper Initials |
PRIM_TKPR:INITIALS |
Timekeeper File |
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Secondary Timekeeper Number |
SEC_TKPR |
Client File: Setup tab |
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Secondary Timekeeper Name |
SEC_TKPR:NAME |
Timekeeper File |
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Secondary Timekeeper Initials |
SEC_TKPR:INITIALS |
Timekeeper File |
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Originating Timekeeper Number |
ORIG_TKPR |
Client File: Setup tab |
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Originating Timekeeper Name |
ORIG_TKPR:NAME |
Timekeeper File |
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Originating Timekeeper Initials |
ORIG_TKPR:INITIALS |
Timekeeper File |
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Note: When adding client-related fields, keep in mind that if the Statement Delivery Options section displays a Bill To record other than the Default Bill To record, but the Statement Designer page layout uses Client fields, the address in the Additional Bill To record will not print. In order for the Additional Bill To record information to print on a statement, the page layout must use Bill To Address fields instead of Client fields. For example, if the page layout uses the "Client Full Name and Address" field (i.e., @clientNameAndAddress), replace that field with the "Bill To Full Name and Address" field (i.e., @nameAndAddress).
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Name |
Field ID |
Source |
Notes |
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Custom Field 1 |
@custom1 |
Client File: Custom Fields tab |
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Custom Field 2 |
@custom2 |
Client File: Custom Fields tab |
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Custom Field 3 |
@custom3 |
Client File: Custom Fields tab |
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Custom Field 4 |
@custom4 |
Client File: Custom Fields tab |
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Custom Field 5 |
@custom5 |
Client File: Custom Fields tab |
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Custom Field 6 |
@custom6 |
Client File: Custom Fields tab |
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Custom Field 7 |
@custom7 |
Client File: Custom Fields tab |
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Custom Field 8 |
@custom8 |
Client File: Custom Fields tab |
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Custom Field 9 |
@custom9 |
Client File: Custom Fields tab |
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Custom Field 10 |
@custom10 |
Client File: Custom Fields tab |
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Custom Field 11 |
@custom11 |
Client File: Custom Fields tab |
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Custom Field 12 |
@custom12 |
Client File: Custom Fields tab |
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Custom Field 13 |
@custom13 |
Client File: Custom Fields tab |
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Custom Field 14 |
@custom14 |
Client File: Custom Fields tab |
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Custom Field 15 |
@custom15 |
Client File: Custom Fields tab |
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Custom Field 16 |
@custom16 |
Client File: Custom Fields tab |
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Custom Field 17 |
@custom17 |
Client File: Custom Fields tab |
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Custom Field 18 |
@custom18 |
Client File: Custom Fields tab |
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Custom Field 19 |
@custom19 |
Client File: Custom Fields tab |
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Custom Field 20 |
@custom20 |
Client File: Custom Fields tab |
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Custom Field 21 |
@custom21 |
Client File: Custom Fields tab |
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Custom Field 22 |
@custom22 |
Client File: Custom Fields tab |
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Custom Field 23 |
@custom23 |
Client File: Custom Fields tab |
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Custom Field 24 |
@custom24 |
Client File: Custom Fields tab |
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Custom Field 25 |
@custom25 |
Client File: Custom Fields tab |
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Custom Field 26 |
@custom26 |
Client File: Custom Fields tab |
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Custom Field 27 |
@custom27 |
Client File: Custom Fields tab |
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Custom Field 28 |
@custom28 |
Client File: Custom Fields tab |
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Custom Field 29 |
@custom29 |
Client File: Custom Fields tab |
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Custom Field 30 |
@custom30 |
Client File: Custom Fields tab |
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Custom Field 31 |
@custom31 |
Client File: Custom Fields tab |
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Custom Field 32 |
@custom32 |
Client File: Custom Fields tab |
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Custom Field 33 |
@custom33 |
Client File: Custom Fields tab |
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Custom Field 34 |
@custom34 |
Client File: Custom Fields tab |
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Custom Field 35 |
@custom35 |
Client File: Custom Fields tab |
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Custom Field 36 |
@custom36 |
Client File: Custom Fields tab |
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Custom Field 37 |
@custom37 |
Client File: Custom Fields tab |
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Custom Field 38 |
@custom38 |
Client File: Custom Fields tab |
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Custom Field 39 |
@custom39 |
Client File: Custom Fields tab |
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Custom Field 40 |
@custom40 |
Client File: Custom Fields tab |
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Custom Field 41 |
@custom41 |
Client File: Custom Fields tab |
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Custom Field 42 |
@custom42 |
Client File: Custom Fields tab |
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Custom Field 43 |
@custom43 |
Client File: Custom Fields tab |
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Custom Field 44 |
@custom44 |
Client File: Custom Fields tab |
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Custom Field 45 |
@custom45 |
Client File: Custom Fields tab |
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Custom Field 46 |
@custom46 |
Client File: Custom Fields tab |
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Custom Field 47 |
@custom47 |
Client File: Custom Fields tab |
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Custom Field 48 |
@custom48 |
Client File: Custom Fields tab |
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Custom Field 49 |
@custom49 |
Client File: Custom Fields tab |
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Custom Field 50 |
@custom50 |
Client File: Custom Fields tab |
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| See also: | Knowledge Base Article R10923 - Frequently Asked Questions About Statement Designer |
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