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