Conversion System

Synchronization System

Basic

Advanced

New

New

Gen'l

Conv. To

Conv. to

2 way

dbCAMS+

A4A

dbCAMS+ Source Field

Act4Advisors Field

Notes

A4A

A4A

Sync.

Contact

Contact

Popup Menus

System

Contact ID/Status Popup Menu

Y

Y

System

Contact Alt Phone Desc. Popup Menu

Y

Y

System

Insurance Premium Freq. Popup Menu

Y

System

Insured Popup Menu

Y

System

Insurance Type Popup Menu

Y

System

Insurance Plan Popup Menu

Y

Client Information

Contact Information

fna.corrname

Contact

Y

Y

Y

Y

fna.cateogry description

Contact ID/Status

Y

Y

Y

fna.phoff

Contact Work Phone

Y

Y

Y

Y

Y

fna.phoffext

Contact Work Phone Extension

Y

Y

Y

Y

Y

fna.phfax

Contact Work Fax number

Y

Y

Y

Y

Y

fna.phfaxext

Contact Work Fax Extension

1

Y

Y

Y

Y

Y

fna.phhome

Contact Home Phone

Y

Y

Y

Y

Y

fna.phauto

Contact Mobile Phone

Y

Y

Y

Y

Y

fna.salute

Contact Salutation

Y

Y

Y

Y

fna.formalsal

Fomal Salutation

Y

Y

Y

Y

fna.salute

Informal Salutation

Y

Y

Y

Y

fna.refcltno (Corrname)

Referred By

Y

Y

fna.dobc

Contact Date of birth

2

Y

Y

Y

Y

Y

fna.fnamemi

Contact first name

2

Y

Y

Y

Y

Y

fna.lname

Contact last name

2

Y

Y

Y

Y

Y

fna.phother

Contact Alt Phone

Y

Y

Y

Y

Y

fna.ophcode Description

Contact Alt Phone Description

Y

Y

fna.repno Name

Owner

Y

Y

fcl.ssn (more client)

Contact SSN

Y

Y

Y

Y

Y

fna.email

Email Address

Y

Y

fna.geo, fna.key, fna.group, fcl.key

Group Membership

Y

Y

fna or fcl (more client) marked “H”

Home Address Line 1

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “H”

Home Address Line 2

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “H”

Home Address City

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “H”

Home Address State

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “H”

Home Address Zip

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “W”

Contact Work Address Line 1

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “W”

Contact Work Address Line 2

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “W”

Contact Work Address City

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “W”

Contact Work Address State

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “W”

Contact Work Address Zip

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “A”

Alternate Address Line 1

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “A”

Alternate Address Line 2

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “A”

Alternate Address City

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “A”

Alternate Address State

3

Y

Y

Y

Y

Y

fna or fcl (more client) marked “A”

Alternate Address Zip

3

Y

Y

Y

Y

Y

fna.cltno

dbCAMS_Sync

Y

Y

Y

Y

fna.flag

MailPreference

Y

Y

Y

Spouse Information

fcl (spouse) marked “W”

Spouse Work Address Line 1

Y

Y

fcl (spouse) marked “W”

Spouse Work Address Line 2

Y

Y

fcl (spouse) marked “W”

Spouse Work Address City

Y

Y

fcl (spouse) marked “W”

Spouse Work Address State

Y

Y

fcl (spouse) marked “W”

Spouse Work Address Zip

Y

Y

fcl.ssn (Spouse)

Spouse SSN

Y

Y

Y

Y

Y

fcl.fnamemi (Spouse)

Spouse First Name

Y

Y

Y

Y

Y

fcl.lname (Spouse)

Spouse Last Name

Y

Y

Y

Y

Y

fcl.phoff (Spouse)

Spouse Work Phone

Y

Y

Y

Y

Y

fcl.phoffext (Spouse)

Spouse Work Extension

1

Y

Y

Y

Y

Y

fcl.dob (Spouse)

Spouse Date of Birth

Y

Y

Y

Y

Y

Child Information

fcl.fnamemi(Child)

Child name

4

Y

Y

Y

Y

Y

fcl.ssn (Child)

Child SSN

4

Y

Y

Y

Y

Y

fcl.dob (Child)

Child Date of Birth

4

Y

Y

Y

Y

Y

Notes

fno.date

Notes Date

Y

fno.person

Notes Regarding

Y

fno.descr

Notes Regarding

Y

ToDos (Client and Owner)

ftd.startdate

Activities Scheduled Date

Y

ftd.starttime

Activities Scheduled Time

Y

ftd.stopdate

Activities End Date

Y

ftd.stoptime

Activities End Time

Y

ftd:startdate, starttime, stopdate, stoptime

Duration

Y

ftd.Task

Activities Regarding, Activities Detail

Y

ftd.type

Activities Type

Y

ftd.priority

Activities Priority

Y

Vendors

fnv.vendor

Contact Company

Y

fnv.contact

Contact Name

Y

fnv.category description

Contact Id/Status

Y

fnv.phoff

Contact Work Phone

Y

fnv.phoffext

Contact Work Phone Extension

Y

fnv.phfax

Contact Work Fax number

Y

fnv.phfaxext

Contact Work Fax Extension

Y

fnv.phhome

Contact Home Phone

Y

fnv.phauto

Contact Mobile Phone

Y

fnv.salute

Contact Salutation

Y

fnv.repno name

Referred By

Y

fnv.dobc

Contact Date of birth

Y

fnv.fnamemi

Contact first name

Y

fnv.lname

Contact last name

Y

fnv.phother

Contact Alt Phone

Y

fnv.add1

Contact Work Address Line 1

Y

fnv.add2

Contact Work Address Line 2

Y

fnv.city

Contact Work Address City

Y

fnv.state

Contact Work Address State

Y

fnv.city

Contact Work Address Zip

Y

fnv.email

E-Mail

Y

Vendor Notes

fno.date

Notes Date

Y

fno.person

Notes Regarding

Y

fno.descr

Notes Regarding

Y

Vendor ToDos

ftd.startdate

Activities Scheduled Date

Y

ftd.starttime

Activities Scheduled Time

Y

ftd.stopdate

Activities End Date

Y

ftd.stoptime

Activities End Time

Y

ftd:startdate, starttime, stopdate, stoptime

Duration

Y

ftd.Task

Activities Regarding, Activities Detail

Y

ftd.type

Activities Type

Y

ftd.priority

Activities Priority

Y

Insurance

fin.itype

Insurance Type

5

Y

fin.plantype

Insurance Plan

5

Y

fin.planno

Insurance Policy Number

5

Y

fin.honame

Insurance Company

5

Y

fin.currcv

Insurance Cash Value

5

Y

fin.inscode

Insurance Insured

5

Y

fin.planamt

Insurance Policy Amount

5

Y

fin.dplan

Insurance Policy Date

5

Y

fin.prmreg

Insurance Premium

5

Y

fin.prmfreq description

Insurance Premium Frequency

5

Y

Groups Information

fna:key, geo, group, fcl:key, fnv:key, group

Groups

Y

Y

Securities Held

fas.mktcode

Stocks held

6

Y

Y

Note 6

fas.mktcode

Mutual Funds

6

Y

Y

Note 6

fas.mktcode

Bonds

6

Y

Y

Note 6

fas.mktcode

Var. Annuties

6

Y

Y

Note 6

fas.mktcode

Other Sec. Held

6

Y

Y

Note 6

General Notes:

1) These fields are maintained in the Act4Advisors database, but do not appear on the default Act4Advisors screens.

2) These fields are synchronized between Act4Advisors and the Client (fna) record in dbCAMS+. The information also appears on the dbCAMS+ "More Client" (fcl) record. The Synchronization System does not update the "More Client" record. If you desire to also update the fcl record, you will have to do that manually.

3) The synchronization system will store the dbCAMS+ "Client" address in the appropriate Act4Advisors address field based on a user dialog box. The synchronization system only synchronizes the "Client" (fna) address.

4) Act4Advisors stores only four (4) children records.

5) Act4Advisors stores only eight (8) insurance records.

6) The Securities Held information can be refreshed in Act4Advisors via the synchronization system.