Table: Client
Columns
Name	Type	Constraints	Description
client_KEY	int	NOT NULL	Assigned by COMMON_dp_Allocate_Unique_Identifiers. Database assigned primary key for this table
update__staff_KEY	int	NOT NULL
client_id	nvarchar (11)	NOT NULL	User defined identifier (unique)
description	nvarchar (250)	NOT NULL	User defined description.
client_class_KEY	int	NOT NULL	Key to a Client Class record.
name_1	nvarchar (250)	NOT NULL	Name of company if the client type is a non-individual, otherwise it is the display name for the client.
name_2	nvarchar (250)	NOT NULL	Only shown on the UI for non-individual clients
federal_tin	nvarchar (11)	NOT NULL	This field will hold the Fed Tax ID if the client is a non-individual, it will hold the taxpayer SSN for individual clients.
individual_first_name	nvarchar (100)	NOT NULL	First name of the client if the client is an individual.
individual_last_name	nvarchar (100)	NOT NULL	Last name of the client if the client is an individual.
spouse_first_name	nvarchar (100)	NOT NULL	First name of the clients spouse if the client type is an individual.
spouse_last_name	nvarchar (100)	NOT NULL	Last name of the clients spouse if the client type is an individual.
client_status_KEY	int	NOT NULL	Key to a Client Status record.
office_KEY	int		Key to an Office record.
entity_KEY	int		Key to an Entity record.
manager__staff_KEY	int		Key to a Staff record.
associate__staff_KEY	int		Key to a Staff record.
industry_code	nvarchar (6)	NOT NULL	Industry code.
fiscal_year_end_month	int	NOT NULL	End month of the client's fiscal year end.
date_opened	smalldatetime		Date the client came to your firm, default system date when a new client is added.
date_left	smalldatetime		Date your firm terminated the client/firm relationship.
comments	nvarchar (-1)	NOT NULL	Any comments about the Client.
principal__client_KEY	int	NOT NULL	This should be a drop list of all clients, it is required if Bill To Principal is selected.
assess_service_charge	bit	NOT NULL	Default should be set to whatever is set in firm setup.
service_charge_KEY	int		Key to a Service Charge record.
print_statements	bit	NOT NULL	Determines whether statements are printed for this client.
use_wip_limit	bit	NOT NULL	Determines whether the WIP limit is enforced.
wip_limit	decimal (17, 2)	NOT NULL	WIP limit.
use_accounts_receivable_limit	bit	NOT NULL	Determines whether the accounts receivable limit is enforced.
accounts_receivable_limit	decimal (17, 2)	NOT NULL	Accounts Receivable limit.
contact_KEY	int	NOT NULL	Key to the primary Contact record for this Client.
days_to_due_date	int	NOT NULL	Number of days to be used when calculating a due date in billing.
billing_instructions	nvarchar (-1)	NOT NULL	Any notes for the biller.
invoice__report_definition_KEY	int	NOT NULL	Key to an Invoice Report Definition record.
statement__report_definition_KEY	int	NOT NULL	Key to an Statement Report Definition record.
referral_type_KEY	int		Key to a Referral Type record.
referred_by__client_KEY	int		Key to a Client record.
referred_by__contact_KEY	int		Key to a Contact record.
referred_by__referral_source_KEY	int		Key to a Referral Source record.
referred_by__staff_KEY	int		Key to a Staff record.
won_date	smalldatetime		The date this client was won.
won_reason_KEY	int		Key to a Won Reason record.
lost_reason_KEY	int		Key to a Lost Reason record.
lost_to_KEY	int		Key to a Lost To record.
client_id_sortable	varchar (48)	NOT NULL	A representation of the client_id column that sorts in natural order, meaning that digits are sorted as numbers while non-digits are sorted alphabetically. A trigger keeps this field synchronized with the content of client_id.
client_guid	uniqueidentifier	NOT NULL	A unique id for this row generated by the database.
client_note_data	nvarchar (-1)	NOT NULL	Data used by the Client Note control.
spouse_federal_tin	nvarchar (11)	NOT NULL	This field will hold the SSN for an individual client's spouse.
billing__contact_KEY	int	NOT NULL	Primary contact for invoice and statement delivery. By default will be the contact key of the client
billing_email_recipients	nvarchar (500)	NOT NULL	Any additional email address to whom the billing information should be emailed
create__changeset_KEY	int	NOT NULL
update__changeset_KEY	int	NOT NULL
preferred__contact_KEY	int	NOT NULL
complexity	int
complexity_event_date_utc	datetime
complexity_product_year	int
digita_out_of_date	bit	NOT NULL	Flag that is set when changes are detected to the entity that have not been applied to this database.
individual_date_of_birth	smalldatetime		Date of birth of the client if the client is an individual
spouse_date_of_birth	smalldatetime		Date of birth for the spouse of the client if the client is an individual

Primary key
Name	Columns		Description
PK_Client$client_KEY	client_KEY		CLUSTERED
Unique constraints
Name	Columns		Description
UK_Client$client_guid	client_guid
UK_Client$client_id	client_id		Each id must be unique.
UK_Client$client_id_sortable	client_id_sortable		An index by the sortable ID is desired, and the algorithm ends up producing unique values.
UK_Client$contact_KEY	contact_KEY		Each Client must have a different primary Contact.
Indexes
Name	Columns		Description
IX_Client$associate__staff_KEY	associate__staff_KEY		Index supports foreign key FK_Client__Staff__associate__staff_KEY
IX_Client$billing__contact_KEY@contact_KEY	billing__contact_KEY, contact_KEY		This index helps all lookups by billing__contact_KEY. There is a constraint that the billing contact must be one of the client's contacts and the included contact_KEY columns helps that query.
IX_Client$client_class_KEY$client_KEY@associate__staff_KEY@client_id@description@manager__staff_KEY@office_KEY	client_class_KEY, client_KEY, associate__staff_KEY, client_id, description, manager__staff_KEY, office_KEY
IX_Client$client_status_KEY	client_status_KEY		Index supports foreign key FK_Client__Client_Status__client_status_KEY
IX_Client$entity_KEY	entity_KEY		Index supports foreign key FK_Client__Entity__entity_KEY
IX_Client$invoice__report_definition_KEY	invoice__report_definition_KEY		Index supports foreign key FK_Client__Report_Definition__invoice__report_definition_KEY
IX_Client$lost_reason_KEY	lost_reason_KEY		Index supports foreign key FK_Client__Lost_Reason__lost_reason_KEY
IX_Client$lost_to_KEY	lost_to_KEY		Index supports foreign key FK_Client__Lost_To__lost_to_KEY
IX_Client$manager__staff_KEY	manager__staff_KEY		Index supports foreign key FK_Client__Staff__manager__staff_KEY
IX_Client$office_KEY	office_KEY		Index supports foreign key FK_Client__Office__office_KEY
IX_Client$preferred__contact_KEY@contact_KEY	preferred__contact_KEY, contact_KEY		This index helps all lookups by preferred__contact_KEY. There is a constraint that the preferred contact must be one of the client's contacts and the included contact_KEY columns helps that query.
IX_Client$principal__client_KEY	principal__client_KEY
IX_Client$referral_type_KEY	referral_type_KEY		Index supports foreign key FK_Client__Referral_Type__referral_type_KEY
IX_Client$referred_by__client_KEY	referred_by__client_KEY		Index supports foreign key FK_Client__Client__referred_by__client_KEY
IX_Client$referred_by__contact_KEY	referred_by__contact_KEY		Index supports foreign key FK_Client__Contact__referred_by__contact_KEY
IX_Client$referred_by__referral_source_KEY	referred_by__referral_source_KEY		Index supports foreign key FK_Client__Referral_Source__referred_by__referral_source_KEY
IX_Client$referred_by__staff_KEY	referred_by__staff_KEY		Index supports foreign key FK_Client__Staff__referred_by__staff_KEY
IX_Client$service_charge_KEY	service_charge_KEY		Index supports foreign key FK_Client__Service_Charge__service_charge_KEY
IX_Client$statement__report_definition_KEY	statement__report_definition_KEY		Index supports foreign key FK_Client__Report_Definition__statement__report_definition_KEY
IX_Client$won_reason_KEY	won_reason_KEY		Index supports foreign key FK_Client__Won_Reason__won_reason_KEY

Foreign keys
Name	Columns	Referenced table	Description
FK_Client__Contact__billing__contact_KEY	billing__contact_KEY	Contact
FK_Client__Contact__contact_KEY	contact_KEY	Contact
FK_Client__Contact__preferred__contact_KEY	preferred__contact_KEY	Contact
FK_Client__Contact__referred_by__contact_KEY	referred_by__contact_KEY	Contact
FK_Client__Entity__entity_KEY	entity_KEY	Entity
FK_Client__Lost_Reason__lost_reason_KEY	lost_reason_KEY	Lost_Reason
FK_Client__Lost_To__lost_to_KEY	lost_to_KEY	Lost_To
FK_Client__Office__office_KEY	office_KEY	Office
FK_Client__Referral_Source__referred_by__referral_source_KEY	referred_by__referral_source_KEY	Referral_Source
FK_Client__Report_Definition__invoice__report_definition_KEY	invoice__report_definition_KEY	Report_Definition
FK_Client__Report_Definition__statement__report_definition_KEY	statement__report_definition_KEY	Report_Definition
FK_Client__Service_Charge__service_charge_KEY	service_charge_KEY	Service_Charge
FK_Client__Staff__associate__staff_KEY	associate__staff_KEY	Staff
FK_Client__Staff__manager__staff_KEY	manager__staff_KEY	Staff
FK_Client__Staff__referred_by__staff_KEY	referred_by__staff_KEY	Staff
FK_Client__Won_Reason__won_reason_KEY	won_reason_KEY	Won_Reason

Incoming foreign keys
Name	Columns	Referencing table	Description
FK_Client_Date_Cache__Client__client_KEY	client_KEY	Client_Date_Cache	on delete cascade;
FK_Client_Date_Cache__Client__principal__client_KEY	principal__client_KEY	Client_Date_Cache
FK_Client_Financial_Data__Client__client_KEY	client_KEY	Client_Financial_Data	on delete cascade;
FK_Client_Shortcut_Group__Client__client_KEY	client_KEY	Client_Shortcut_Group	on delete cascade;
FK_Client_Staff_Grouping__Client__client_KEY	client_KEY	Client_Staff_Grouping	on delete cascade;
FK_Client_Status_Event__Client__client_KEY	client_KEY	Client_Status_Event	on delete cascade;
FK_Engagement__Client__client_KEY	client_KEY	Engagement
FK_Ledger_Entry__Client__client_KEY	client_KEY	Ledger_Entry
FK_Print_Option__Client__fcs__client_KEY	fcs__client_KEY	Print_Option	on delete set null;
FK_Recorded_Event__Client__client_KEY	client_KEY	Recorded_Event	on delete cascade;
FK_User_Preference__Client__entry__client_KEY	entry__client_KEY	User_Preference
FK_Schedule_Item__Client__client_KEY	client_KEY	Schedule_Item
FK_Sheet_Entry__Client__client_KEY	client_KEY	Sheet_Entry