lib/client/board/docs/Account.md

5.6 KiB

Board.Account

Properties

Name Type Description Notes
accountNumber String Account Number [optional]
accountSource String The marketing orgin of this account [optional]
active Boolean Active [optional]
administrativeLevel String For tax authorities, this account's administrative level, e.g. Local, County, State or Federal [optional]
amount Number Rollup Tax Amount [optional]
amountInvoiced Number Amount Invoiced [optional]
amountPaid Number Amount Paid [optional]
annualRevenue Number Annual Revenue Estimate [optional]
balance Number Account Balance [optional]
billingAddress Address [optional]
billingContactID String Contact ID [optional]
billingPreference String Billing Preference [optional]
businessAddress Address [optional]
cannabisCustomer Boolean Is this a cannabis customer? [optional]
channelProgramLevelName String Channel Program Level Name [optional]
channelProgramName String Channel Program Name [optional]
clientEndDate String Client End Date [optional]
clientStartDate String Client Start Date [optional]
companyID String The Company ID of this Account [optional]
coordinateID String The Id of the geo coordinates of this account [optional]
createdByID String Created By User ID [optional]
createdDate String Created Date [optional]
customerID String Customer ID from source system [optional]
customerPriority String Customer Priority [optional]
DBA String This Account's 'Doing Business As' name [optional]
dUNSNumber String D-U-N-S Number [optional]
dandBCompanyID String D-n-B Company [optional]
defaultAddress Address [optional]
defaultBackendID String Default Backend ID [optional]
defaultDeliveryContactID String Default Delivery Address Contact ID [optional]
defaultEndUserID String Default End User Contact ID [optional]
description String Description [optional]
EIN String EIN [optional]
email String Main Account Email [optional]
enrollmentStatus String Enrollment Status [optional]
fax String Fax [optional]
ID String Taxnexus Account Id [optional]
iSPCustomer Boolean ISP Customer? [optional]
industry String Industry [optional]
isCustomerPortal Boolean Customer Portal Account [optional]
isPartner Boolean Partner Account [optional]
jigSaw String Data.com Key [optional]
lastModifiedByID String Last Modified By User ID [optional]
lastModifiedDate String Last Modified Date [optional]
mSPCustomer Boolean MSP Customer? [optional]
nAICSCode String NAICS Code [optional]
nAICSDesc String NAICS Description [optional]
name String Account Name [optional]
numberOfEmployees Number Employee Count Estimate [optional]
numberOfLocations Number Number of Locations Estimate [optional]
openCharges Number Open Charges [optional]
orderContactID String Vendor Order Contact ID [optional]
orderEmail String Order Email [optional]
ownerID String Account Owner User ID [optional]
ownership String Ownership [optional]
parentFK String Parent Foreign Key [optional]
parentID String Parent Account [optional]
phone String Phone [optional]
placeID String The ID of the Place situs record that applies to this Account [optional]
preparerID String Tax Preparer Contact ID [optional]
rating String Rating [optional]
ratingEngineID String Rating Engine identifier [optional]
ref String External Reference ID [optional]
revenueBase Number Rollup Revenue Base [optional]
revenueNet Number Rollup Revenue Net [optional]
revenueNotTaxable Number Rollup Revenue Not Taxable [optional]
SIC String SIC Code [optional]
sICDesc String SIC Description [optional]
shippingAddress Address [optional]
shippingCensusTract String Shipping Census Tract [optional]
shippingConactID String Shipping Contact ID [optional]
shippingCounty String Shipping County [optional]
site String Account Site [optional]
status String Account Status [optional]
taxExemption String Tax Exemption [optional]
taxOnTax Number Rollup Tax On Tax [optional]
telecomCustomer Boolean Telecom Customer? [optional]
tickerSymbol String Ticker Symbol [optional]
tradeStyle String Tradestyle [optional]
type String Type [optional]
unappliedPayments Number Unapplied Payments [optional]
unitBase Number Rollup Unit Base [optional]
upsellOpportunity String Upsell Opportunity [optional]
wHMCSClientID Number WHMCS Client ID [optional]
website String Website [optional]
xeroContactID String Xero Contact ID [optional]
yearStarted String Year Started [optional]