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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