Client Records

Here are the fields that may be imported for new client records:

Field Name

Type

Required?

Notes

Last Name

Text

Yes

Maximum of 80 characters.

First Name

Text

Yes

Maximum of 80 characters.

Middle Name

Text

No

Maximum of 80 characters.

Gender

Text

Yes

This field must be one of the following: "Male", "Female", "Unknown"

Address 1

Text

No

Maximum of 80 characters.

Address 2

Text

No

Maximum of 80 characters.

City

Text

No

Maximum of 80 characters.

State

Text

No

Maximum of 40 characters.

Country

text

No

Maximum of 80 characters.

Zip

Text

No

Maximum of 40 characters.

Phone

Text

No

Maximum of 40 characters.

Cell

Text

No

Maximum of 40 characters.

Email

Text

No

Maximum of 140 characters.

Import ID

Text or Number

No

This field is useful when importing from another system that provides record IDs. When importing gifts, you can use the newly assigned peopleID and the Import ID to correlate the donors. 

If text, maximum of 40 characters. This field is case sensitive.

Max # Sponsors

Number

Yes

Maximum number of sponsors a client may have

Birth Date

Date

Yes

Format: yyyy-mm-dd

For example, November 1st 2012 would be:2012-11-01

Date Entered in Program

Date

Yes

Format: yyyy-mm-dd

For example, November 1st 2012 would be:2012-11-01

Bio

Text

No

No limit

Location

Text

Yes

The entry must match an entry in the Client Location list (more info here)

Status Category

Text

Yes

The entry must match an entry in the Client Status list (more info here)

Vocabulary

Text

Yes

The entry must match an entry in the Client Vocabulary list (more info here)

Sponsorship Programs

Text

No

Sponsorship programs the client participates in. Multiple programs may be specified (separated by line feed). The entry or entries must match entries in the sponsorship program list (more info here)

Initial Status

Text

Yes

Initial client status. This entry must be a status entry within the specified status category (more info here)

 

The client import feature became available with Delightful Labor release 2.010.