Where is the Introducer Data Held?
1: [dbo].[DebtManagementTypes] table contains this information.
- Link from [dbo].[Clients].[DebtManagementTypeID] to [dbo].[DebtManagementTypes].[ID]
- Mailmerge Field - NOT AVAILABLE
2: [dbo].[MarketingSources] table contains this information.
- Link from [dbo].[Clients].[MarketingSourceID] to [dbo].[MarketingSources].[ID]
- Link from [dbo].[MaketingSources].[ContactID] to [dbo].[Contacts].[ID]
- The required fileld is: CompanyName
- Mailmerge Field - NOT AVAILABLE
1: [dbo].[MarketingSources] table contains this information.
- Link from [dbo].[Claims].[MarketingSourceID] to [dbo].[MarketingSources].[ID]
- Link from [dbo].[MaketingSources].[ContactID] to [dbo].[Contacts].[ID]
- The required fileld is: CompanyName
- Mailmerge Field: ClaimDetailsMarketingSourceDescription
2: [dbo].[Claims] table contains this information.
- The required fileld is: IntroducerRef
- Mailmerge Filed: ClaimDetailsIntroducerRef
2: [dbo].[Claims] table contains this information.
- The required fileld is: SummaryNotes
- Mailmerge Field: ClaimDetailsSummaryNotes
1: Shows Contact ID / Marketing Sources ID
2: [dbo].[Contacts] table contains this information.
- The Required Field is: CompanyName
- Mailmerge Field is: IntroducerContactCompanyName
3: [dbo].[Contacts] table contains this information.
- The Required Fields are: FirstName, LastName
- Mailmerge Fields are: IntroducerContactFirstName, IntroducerContactLastName
4: [dbo].[Contacts] table contains this information.
- The Required Fields are: Address1, Address2, Address3, Address4, Address5, Address6, Address7, Address8, PCD
- Mailmerge Fields are: IntroducerContactAddress1, IntroducerContactAddress2, IntroducerContactAddress3, IntroducerContactAddress4, IntroducerContactAddress5,
IntroducerContactAddress6, IntroducerContactAddress7, IntroducerContactAddress8, IntroducerContactPCD
5: [dbo].[Contacts] table contains this information.
- The Required Fields are: PhoneWork, PhoneMobile, Fax, Email
- Mailmerge Fields are: IntroducerContactPhoneWork, IntroducerContactPhoneMobile, IntroducerContactFax, IntroducerContactEmail
6: [dbo].[Contacts] table contains this information.
- The Required Field is: AdditionalDetails
- Mailmerge Field is: IntroducerContactAdditionalDetails
7: [dbo].[MarketingSources] table contains this information.
- The Required Fields are: CommissionPercentage, CommissionAmount, CreditBalance
- Mailmerge Fields are: IntroducerDetailsCommissionPercentage, IntroducerDetailsCommissionAmount, IntroducerDetailsCreditBalance
8: [dbo].[MatterTypeRates] table contains this information.
- link from [dbo].[MarketingSources].[MatterTypeRateID] to [dbo].[MatterTypeRates].[ID]
- The Required Field is: PercentageCommission
- Mailmerge Field - NOT AVAILABLE
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