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