Database Table "hyp_Clients"

Table Description

Customer table. This is the "head" of the customer portfolio in Hyper, from new lead status to "paused customer" .
Through the Hyper interface the client file can be archived and returned.

Normal Storage

Real customers and leads in care

Archive Storage

Irrelevant leads. Can be updated in the archive!

Deleted Storage(Recycle)

Depending on the permissions a client file can be deleted provided it has no meetings or sales documents
Field Name English Title Data Type Text Length Editor Attributes json
Client Number Integer 0 Edit Read Only
Key Field		 ClientNumber
Agency Status 0 Select Agency
Title String 15 SelectEdit Title
Last Name Name 50 Edit Mandatory LastName
First Name Name 40 Edit FirstName
3rd Optional Name Name 60 Edit 3rdOptionalName
Client Full Name String 105 Edit Read Only ClientFullName
Email String 100 Edit Mandatory /G:1 Email
Web Page String 60 Edit WebPage
1st Phone Mobile Phone Phone 20 Edit Mandatory /G:1 1stPhone
2nd Phone Office Phone Phone 20 Edit Mandatory /G:1 2ndPhone
3rd Phone Phone 20 Edit 3rdPhone
Fax Phone 20 Edit Fax
Street Address String 80 Edit StreetAddress
City String 40 Edit City
Region String 40 Edit Region
Country String 40 Select Country
Zip Code String 15 Edit ZipCode
Building / Apartment / Office Instructions String 80 Edit BuildingApartmentOfficeInstructions
Use a Different Mailing Address String 160 TextMemo UseADifferentMailingAddress
Gender
Values List:
0 = null, Empty
1 = Male
2 = Female
3 = Private Company
4 = Public Company		 Status 0 Select Gender
Birthday Date 0 SelectEdit Birthday
ID Number Serial 20 Edit IdNumber
ID Doc Type
Values List:
0 = null, Empty
1 = National ID
2 = National Passport
3 = Travel ID (certificate)
4 = ICA ID (certificate)
5 = Corporation ID
6 = Fellowship
7 = Foreign Company Registered Locally		 Status 0 Select IdDocType
ID Doc Valid Until Month 0 SelectEdit Spare Field IdDocValidUntil
Country Issuing ID String 40 Select CountryIssuingId
Docs & Forms Language Status 0 Select DocsFormsLanguage
Handling Status
Values List:
0 = New
1 = Follow up
2 = Follow up + Meeting / P.Offer
3 = Client Not Interested
4 = Approved Client
5 = Real Client
6 = InActive / Suspended (Read Notes)		 Status 0 Select Read Only HandlingStatus
Locked Name & ID Bool 0 Edit Hidden
Read Only		 LockedNameId
Title in English
Values List:
Mr.
Sir
Miss
Mrs.
Ms.
Doctor
Professor
Lord		 String 15 SelectEdit TitleInEnglish
Last Name in English Name 50 Edit LastNameInEnglish
First Name in English Name 40 Edit FirstNameInEnglish
ID Number 2 Serial 20 Edit IdNumber2
ID Doc Type 2
Values List:
0 = null, Empty
1 = National ID
2 = National Passport
3 = Travel ID (certificate)
4 = ICA ID (certificate)
5 = Corporation ID
6 = Fellowship
7 = Foreign Company Registered Locally
8 = Driving License		 Status 0 Select IdDocType2
ID Doc Valid Until 2 Month 0 SelectEdit Spare Field IdDocValidUntil2
Country Issuing ID 2 String 40 Select CountryIssuingId2
Created On FixDT 0 Edit Read Only CreatedOn
Created By String 40 Edit Read Only CreatedBy
Parent Client Account Integer 0 Edit Read Only ParentClientAccount
Parent Client Account Name String 105 PopupList ParentClientAccountName
Assign Journal Entries to Parent Bool 0 Select AssignJournalEntriesToParent
Middleman Account Integer 0 Edit Read Only MiddlemanAccount
Middleman Name String 105 PopupList MiddlemanName
Middleman Contact Person String 105 PopupList MiddlemanContactPerson
Use Currency by Default String 5 Select Mandatory UseCurrencyByDefault
Committed to pay VAT Bool 0 Select CommittedToPayVat
Produce International Documents by Default Bool 0 Select ProduceInternationalDocumentsByDefault
Send Official Documents to Primary Email Bool 0 Select SendOfficialDocumentsToPrimaryEmail
Prevent Sending / Printing of the following:
Values List:
Receipt
Refund		 String 60 GroupSelect PreventSendingPrintingOfTheFollowing
Default Payment Terms
Values List:
0 = Cash
1 = Standard Credit
2 = Extra Credit
3 = Monthly Payments
4 = Consignation
5 = None		 Status 0 Select DefaultPaymentTerms
Credit Months Integer 0 Edit CreditMonths
Credit Days Integer 0 Edit CreditDays
Export Account to 3rd party Integer 0 Edit ExportAccountTo3rdParty
Gov Tax Authorities ID String 20 Edit GovTaxAuthoritiesId
Money Laundering
Values List:
0 = Casual Customer
1 = Remote Detection
2 = Face-to-face Identification
3 = Back Account "Closed Circuit"
4 = Not Regulated		 Status 0 Select MoneyLaundering
SEC Regulation
Values List:
0 = Normal
1 = Not Regulated		 Status 0 Select SecRegulation
Industry Classification Code Integer 0 Edit Read Only IndustryClassificationCode
Industry Classification String 100 PopupList IndustryClassification
GIS Latitude Real 0 Edit Read Only GisLatitude
GIS Longitude Real 0 Edit Read Only GisLongitude
Data Source String 2 Edit Read Only DataSource
Role for Loan Module
Values List:
0 = None
1 = Borrower
2 = Debtor
3 = Borrower & Debtor
4 = Investor		 Status 0 Select RoleForLoanModule
Default Sales Agent String 40 PopupList DefaultSalesAgent
Default Relationship Manager String 40 PopupList DefaultRelationshipManager
Spare Agent 1 String 40 PopupList SpareAgent1
Spare Agent 2 String 40 PopupList SpareAgent2
Spare Agent 3 String 40 PopupList SpareAgent3
Price List String 50 Select PriceList
Accept Commercial Info to Cell phone FixDT 0 SelectEdit Read Only AcceptCommercialInfoToCellPhone
Question to use cell phone
Values List:
0 = Not Asked Yet
1 = Website Form
2 = Landing Page
3 = Phone Conversation
4 = Email
5 = Text Message
6 = Paper Form		 Status 0 Select QuestionToUseCellPhone
Accept Commercial Info to Email FixDT 0 SelectEdit Read Only AcceptCommercialInfoToEmail
Question to use Email
Values List:
0 = Not Asked Yet
1 = Website Form
2 = Landing Page
3 = Phone Conversation
4 = Email
5 = Text Message
6 = Paper Form		 Status 0 Select QuestionToUseEmail
Popup Serious Note String 300 TextMemo Spare Field PopupSeriousNote
Relationship Abstract String 1000 Memo Read Only RelationshipAbstract
Last Phone call On FixDT 0 Edit Read Only LastPhoneCallOn
Last Phone call By String 40 Edit Read Only LastPhoneCallBy
Last Phone call / Try to call Result
Values List:
0 = null, Empty
1 = No Answer
2 = Left a Message
3 = Short Conversation
4 = Long Conversation		 Status 0 Select Read Only LastPhoneCallTryToCallResult
Next Phone call On FixDT 0 SelectEdit Read Only NextPhoneCallOn
Next Phone call By String 40 Edit Read Only NextPhoneCallBy
Last Contact On FixDT 0 Edit Read Only LastContactOn
Last Meeting On FixDT 0 Edit Read Only LastMeetingOn
First Meeting On FixDT 0 Edit Read Only FirstMeetingOn
First Proposal / Quotation On FixDT 0 Edit Read Only FirstProposalQuotationOn
Client Approval Date Client Approval/Refusal Date Date 0 SelectEdit Read Only ClientApprovalDate
First Transaction Date Date 0 SelectEdit Read Only FirstTransactionDate
Last Transaction Date Date 0 SelectEdit Read Only LastTransactionDate
Mandatory Documents
Values List:
0 = Not Tested Yet
1 = Empty
2 = Missing
3 = OK		 Status 0 Select Read Only MandatoryDocuments
Review Status
Values List:
0 = No Need
1 = Waiting
2 = Confirmed
3 = Denied / Wrong		 Status 0 Select Read Only ReviewStatus
Lead Supplier String 100 Select LeadSupplier
Lead Status
Values List:
0 = Normal
1 = Newly Created
2 = HOT Lead
3 = Interested Again		 Status 0 Select LeadStatus
Last Lead Input FixDT 0 SelectEdit Read Only LastLeadInput
Not Interested Reason
Values List:
0 = null, Empty
1 = Too Expensive
2 = Not what he imagined
3 = Prefer the competitor
4 = Did not understand the campaign		 Status 0 Select NotInterestedReason
Assigned by Wizard On FixDT 0 Edit Read Only AssignedByWizardOn
Alert Open Positions Beyond Integer 0 Edit AlertOpenPositionsBeyond
Alert Collateral Requirement Beyond Integer 0 Edit AlertCollateralRequirementBeyond
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