{"id":33534,"date":"2021-04-15T17:29:19","date_gmt":"2021-04-15T16:29:19","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=33534"},"modified":"2024-07-30T11:49:36","modified_gmt":"2024-07-30T10:49:36","slug":"where-to-find-osprey-merge-fields","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/where-to-find-osprey-merge-fields\/","title":{"rendered":"Where to find Osprey Mergefields"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Case Management Supervisors<\/strong> and System Supervisors<\/strong><\/p> \n<\/div>\n\n\n\n

This guide will help identify the more commonly used mergefields, and which tables the relevant fields are located in<\/h2>\n\n\n\n

You can search within this guide using CTRL + F to bring up your browser’s search function.<\/p>\n\n\n\n

When creating Word documents or emails in Osprey, you may wish to map a specific merge field to bring through data captured from Osprey.<\/p>\n\n\n\n

Linking any fields from the Contact or Organisation table will result in a pop-up to select a relevant Contact or Organisation prior to generating the correspondence.<\/p>\n\n\n\n

Standard Osprey merge fields<\/p>\n\n\n\n

Merge field<\/th>Notes<\/th>Table<\/th>Linked by Default<\/th><\/tr><\/thead>
Email_Address <\/td>Users Email Address <\/td>Accuser<\/td>No<\/td><\/tr>
User_ID<\/td>Users Username<\/td>Accuser<\/td>No<\/td><\/tr>
Branch_Description<\/td>Branch Description<\/td>Branch<\/td>No<\/td><\/tr>
Area<\/td>Branch Address Field<\/td>BranchInfo<\/td>No<\/td><\/tr>
County<\/td>Branch Address Field<\/td>BranchInfo<\/td>No<\/td><\/tr>
DX_No<\/td>Branch DX Address<\/td>BranchInfo<\/td>No<\/td><\/tr>
E_Mail<\/td>Branch Email address<\/td>BranchInfo<\/td>No<\/td><\/tr>
Fax_No<\/td>Branch Fax Number<\/td>BranchInfo<\/td>No<\/td><\/tr>
House<\/td>Branch Address Field<\/td>BranchInfo<\/td>No<\/td><\/tr>
Phone_No<\/td>Branch Phone Number<\/td>BranchInfo<\/td>No<\/td><\/tr>
Postal_Town<\/td>Branch Address Field<\/td>BranchInfo<\/td>No<\/td><\/tr>
Postcode<\/td>Branch Address Field<\/td>BranchInfo<\/td>No<\/td><\/tr>
Address<\/td>Clients Full Postal Address<\/td>Calculation<\/td>Yes<\/td><\/tr>
Bill_Address<\/td>Clients Billing Postal Address<\/td>Calculation<\/td>No<\/td><\/tr>
Bill_Date<\/td>Date of last bill raised on client ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Client_Balance<\/td>Client Bank Balance on Client Ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Client_Date<\/td>Date of last Client posting on client ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Daily_Int_At_Issue<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Daily_Int_At_Judgmt<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Daily_Interest_After_Judgmt<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Deposit_Balance<\/td>Deposit Bank Balance on Client Ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Deposit_Date<\/td>Date of last Deposit posting on client ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Disbursements_Balance<\/td>Disbursement Balance on Client Ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Disbursements_Date<\/td>Date of last Disbursement posting on client ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Executive_Name<\/td>Matter Supervising Fee Earner Description<\/td>Calculation<\/td>No<\/td><\/tr>
Fax<\/td>Clients Fax Number<\/td>Calculation<\/td>No<\/td><\/tr>
Fee_Earner_Description<\/td>Matter Fee Earner Description<\/td>Calculation<\/td>Yes<\/td><\/tr>
Fee_Earner_Email<\/td>Matter Fee Earner Email Address<\/td>Calculation<\/td>Yes<\/td><\/tr>
Fee_Earner_Mobile<\/td>Matter Fee Earner Mobile Number<\/td>Calculation<\/td>No<\/td><\/tr>
Fee_Earner_Phone<\/td>Matter Fee Earner Phone Number<\/td>Calculation<\/td>No<\/td><\/tr>
First_Invoice_Date<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Fixed_Sum<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Initial_Debt<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Int_At_Issue<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Int_At_Judgmt<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Interest_After_Judgmt<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Irrecoverable_Costs<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Irrecoverable_Fees<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Last_Invoice_Date<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Mobile<\/td>Clients Mobile Number<\/td>Calculation<\/td>No<\/td><\/tr>
Office_Balance<\/td>Office Balance on Client Ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Office_Date<\/td>Date of last Office posting on client ledger<\/td>Calculation<\/td>No<\/td><\/tr>
Phone<\/td>Clients Phone Number<\/td>Calculation<\/td>No<\/td><\/tr>
Recoverable_Costs<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Recoverable_Fees<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Status_Description<\/td>Matter Fee Earner Status Descripton<\/td>Calculation<\/td>No<\/td><\/tr>
Time_Billed<\/td>Total of Units Billed<\/td>Calculation<\/td>No<\/td><\/tr>
Time_Billed_Value<\/td>Total Value of Billed Time<\/td>Calculation<\/td>No<\/td><\/tr>
Total_Credits<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Total_Debt<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
Total_Payments<\/td>Field from the Debt Ledger for use with the focused Debt Recovery workflow.<\/td>Calculation<\/td>No<\/td><\/tr>
WIP_Minutes<\/td>Total of WIP in Minutes<\/td>Calculation<\/td>No<\/td><\/tr>
WIP_Value<\/td>Total Value of WIP<\/td>Calculation<\/td>No<\/td><\/tr>
Area<\/td>Clients Address Field<\/td>Client<\/td>No<\/td><\/tr>
County<\/td>Clients Address Field<\/td>Client<\/td>No<\/td><\/tr>
Group_Code<\/td>Group Code allocated to the client.<\/td>Client<\/td>No<\/td><\/tr>
House<\/td>Clients Address Field<\/td>Client<\/td>No<\/td><\/tr>
Postal_Town<\/td>Clients Address Field<\/td>Client<\/td>No<\/td><\/tr>
Postcode<\/td>Clients Address Field<\/td>Client<\/td>No<\/td><\/tr>
Area<\/td>Contact Address Field<\/td>Contact<\/td>No<\/td><\/tr>
County<\/td>Contact Address Field<\/td>Contact<\/td>No<\/td><\/tr>
E_Mail<\/td>Contact Email Address <\/td>Contact<\/td>No<\/td><\/tr>
Fax_No<\/td>Contact Fax Number<\/td>Contact<\/td>No<\/td><\/tr>
Forename<\/td>Contact Name Field<\/td>Contact<\/td>No<\/td><\/tr>
House<\/td>Contact Address Field<\/td>Contact<\/td>No<\/td><\/tr>
Initials<\/td>Contact Name Field<\/td>Contact<\/td>No<\/td><\/tr>
Mobile_No<\/td>Contact Mobile Number<\/td>Contact<\/td>No<\/td><\/tr>
Phone_No<\/td>Contact Phone Number<\/td>Contact<\/td>No<\/td><\/tr>
Postal_Town<\/td>Contact Address Field<\/td>Contact<\/td>No<\/td><\/tr>
Postcode<\/td>Contact Address Field<\/td>Contact<\/td>No<\/td><\/tr>
Surname<\/td>Contact Name Field<\/td>Contact<\/td>No<\/td><\/tr>
Title<\/td>Contact Name Field<\/td>Contact<\/td>No<\/td><\/tr>
WWW<\/td>Contact Web Address<\/td>Contact<\/td>No<\/td><\/tr>
Matter_LMD<\/td>Last Date Matter was edited<\/td>LastMatterDates<\/td>No<\/td><\/tr>
Time_LMD<\/td>Last Date Time was posted<\/td>LastMatterDates<\/td>No<\/td><\/tr>
Address_5<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Area_2<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Area_3<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Area_4<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Area_5<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Country_2<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Country_3<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Country_4<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Country_5<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Email_Address_1<\/td>Additional Clients Email Address <\/td>Linkname<\/td>No<\/td><\/tr>
Email_Address_2<\/td>Additional Clients Email Address<\/td>Linkname<\/td>No<\/td><\/tr>
Email_Address_3<\/td>Additional Clients Email Address<\/td>Linkname<\/td>No<\/td><\/tr>
Email_Address_4<\/td>Additional Clients Email Address<\/td>Linkname<\/td>No<\/td><\/tr>
Email_Address_5<\/td>Additional Clients Email Address<\/td>Linkname<\/td>No<\/td><\/tr>
Forename_1<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Forename_2<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Forename_3<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Forename_4<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Forename_5<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
House_2<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
House_3<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
House_4<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
House_5<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Initials_1<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Initials_2<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Initials_3<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Initials_4<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Initials_5<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postal_Town_2<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postal_Town_3<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postal_Town_4<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postal_Town_5<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postcode_2<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postcode_3<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postcode_4<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Postcode_5<\/td>Additional Clients Address Field<\/td>Linkname<\/td>No<\/td><\/tr>
Surname_1<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Surname_2<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Surname_3<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Surname_4<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Surname_5<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Title_1<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Title_2<\/td>Additional Clients Name Field<\/td>Linkname<\/td>Yes<\/td><\/tr>
Title_3<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Title_4<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Title_5<\/td>Additional Clients Name Field<\/td>Linkname<\/td>No<\/td><\/tr>
Archive_Location<\/td>Matter Archive Location<\/td>Matter<\/td>No<\/td><\/tr>
Archive_Reference<\/td>Matter Archive Reference<\/td>Matter<\/td>No<\/td><\/tr>
Branch_ID<\/td>Matter Branch ID<\/td>Matter<\/td>No<\/td><\/tr>
Client_No<\/td>Matter Client Number<\/td>Matter<\/td>No<\/td><\/tr>
Date_Archived<\/td>Date Matter Archived<\/td>Matter<\/td>No<\/td><\/tr>
Date_Opened<\/td>Date Matter Opened<\/td>Matter<\/td>No<\/td><\/tr>
Debtor_Limit<\/td>Matter Debtor Limit<\/td>Matter<\/td>No<\/td><\/tr>
Department_ID<\/td>Matter Department ID<\/td>Matter<\/td>No<\/td><\/tr>
Disbursements_Limit<\/td>Matter Debtor Limit<\/td>Matter<\/td>No<\/td><\/tr>
Email_Address<\/td>Matter Email Address<\/td>Matter<\/td>No<\/td><\/tr>
Exec_Code<\/td>Matter Supervising Fee Earner ID<\/td>Matter<\/td>No<\/td><\/tr>
Fee_Earner_ID<\/td>Matter Fee Earner ID<\/td>Matter<\/td>Yes<\/td><\/tr>
Matter_Description<\/td>Matter Description<\/td>Matter<\/td>Yes<\/td><\/tr>
Matter_No<\/td>Matter Number<\/td>Matter<\/td>No<\/td><\/tr>
Private_Or_LA<\/td>Matter Private or Legal Aid<\/td>Matter<\/td>No<\/td><\/tr>
Remuneration_Type<\/td>Matter Remuneration ID<\/td>Matter<\/td>No<\/td><\/tr>
Review_Date<\/td>Matter Review Date<\/td>Matter<\/td>No<\/td><\/tr>
Review_Period<\/td>Matter Review Period<\/td>Matter<\/td>No<\/td><\/tr>
Unique_File_No<\/td>Matter Unique File Number<\/td>Matter<\/td>No<\/td><\/tr>
WIP_Limit<\/td>Matter WIP Limit<\/td>Matter<\/td>No<\/td><\/tr>
Work_Id<\/td>Matter Work Type ID<\/td>Matter<\/td>No<\/td><\/tr>
Area<\/td>Organisation Address Field<\/td>Organisation<\/td>No<\/td><\/tr>
County<\/td>Organisation Address Field<\/td>Organisation<\/td>No<\/td><\/tr>
DX_No<\/td>Organisation DX Address<\/td>Organisation<\/td>No<\/td><\/tr>
E_Mail<\/td>Organisation Email Address<\/td>Organisation<\/td>No<\/td><\/tr>
Fax_No<\/td>Organisation Fax Number<\/td>Organisation<\/td>No<\/td><\/tr>
House<\/td>Organisation Address Field<\/td>Organisation<\/td>No<\/td><\/tr>
Organisation_Name<\/td>Organisation Description<\/td>Organisation<\/td>No<\/td><\/tr>
Phone_No<\/td>Organisation Phone Number<\/td>Organisation<\/td>No<\/td><\/tr>
Postal_Town<\/td>Organisation Address Field<\/td>Organisation<\/td>No<\/td><\/tr>
Postcode<\/td>Organisation Address Field<\/td>Organisation<\/td>No<\/td><\/tr>
WWW<\/td>Organisation Web Address <\/td>Organisation<\/td>No<\/td><\/tr>
Area<\/td>Practice Address Field<\/td>PracticeInfo<\/td>No<\/td><\/tr>
County<\/td>Practice Address Field<\/td>PracticeInfo<\/td>No<\/td><\/tr>
DX_No<\/td>Practice DX Address<\/td>PracticeInfo<\/td>No<\/td><\/tr>
E_Mail<\/td>Practice Email Address<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Fax_No<\/td>Practice Fax Number<\/td>PracticeInfo<\/td>No<\/td><\/tr>
House<\/td>Practice Address Field<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Phone_No<\/td>Practice Phone Number<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Postal_Town<\/td>Practice Address Field<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Postcode<\/td>Practice Address Field<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Practice_Id<\/td>Practice ID<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Practice_Name<\/td>Practice Name<\/td>PracticeInfo<\/td>Yes<\/td><\/tr>
WWW<\/td>Practice Web Address<\/td>PracticeInfo<\/td>No<\/td><\/tr>
Area<\/td>Associate Address Field<\/td>PubAssoc<\/td>No<\/td><\/tr>
Assoc_Id<\/td>Associate ID<\/td>PubAssoc<\/td>No<\/td><\/tr>
Assoc_Name<\/td>Associate Name<\/td>PubAssoc<\/td>No<\/td><\/tr>
County<\/td>Associate Address Field<\/td>PubAssoc<\/td>No<\/td><\/tr>
E_Mail<\/td>Associate Email Address <\/td>PubAssoc<\/td>No<\/td><\/tr>
GenAssocName<\/td>Associate Generated Password<\/td>PubAssoc<\/td>No<\/td><\/tr>
House<\/td>Associate Address Field<\/td>PubAssoc<\/td>No<\/td><\/tr>
Phone_No<\/td>Associate Phone Number<\/td>PubAssoc<\/td>No<\/td><\/tr>
Postal_Town<\/td>Associate Address Field<\/td>PubAssoc<\/td>No<\/td><\/tr>
Postcode<\/td>Associate Address Field<\/td>PubAssoc<\/td>No<\/td><\/tr>
WWW<\/td>Associate Web Address<\/td>PubAssoc<\/td>No<\/td><\/tr>
Client_Email<\/td>Clients Published Email Address<\/td>PubData<\/td>No<\/td><\/tr>
Client_No<\/td>Clients Published Client Number<\/td>PubData<\/td>No<\/td><\/tr>
GenClientName<\/td>Clients Generated Password<\/td>PubData<\/td>No<\/td><\/tr>
VAT_Number<\/td>VAT Number<\/td>VATNO<\/td>No<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

This guide will help identify the more commonly used mergefields, and which tables the relevant fields are located in You can search within this guide using CTRL + F to bring up your browser’s search function. When creating Word documents or emails in Osprey, you may wish to map a specific merge field to bring […]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[188],"tags":[119],"class_list":["post-33534","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-case-management-setup","tag-merge"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nWhere to find Osprey Mergefields - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will help identify the more commonly used mergefields, and which tables the relevant fields are located in\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/where-to-find-osprey-merge-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Where to find Osprey Mergefields - 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