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Worksheet must start with ContactTypeeg: ContactTypes
Unique key name: Name
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 100 | Y | N | Name of the contact type, as shown on contact page. Must be unique. |
| Sort | Numeric | N | N | Sort order override. Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
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| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 100 | Y | N | Name of the country. Must be unique. |
| Code | Text, max 10 | Y | N | Short code for the country. Must be unique. |
| Sort | Numeric | N | N | Sort order override. Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Contact Address Types
Worksheet must start with ContactAddressType
Unique key name: Label
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 50 | Y | N | Name of the address type, as shown on contact page. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Contact Phone, Email and other Contact Methods
Worksheet must start with ContactPhoneEmailType
Unique key name: Label
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Label | Text, max 50 | Y | N | Name of the contact method, as shown on contact page. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Matter Archive Locations
Worksheet must start with ArchiveLocation
Unique key name: Name
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 100 | Y | N | Name of the archive location, as shown on matter page. Must be unique. |
| Details | Text, max 250 | N | N | Details of the archive location (eg: an address). |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Matter Contact Types
Worksheet must start with MatterContactType
Unique key name: Label
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Label | Text, max 100 | Y | N | Name of the contact type, as shown on matter page. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Fee Earner Types
Worksheet must start with FeeEarnerType
Unique key name: Label
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Label | Text, max 100 | Y | N | Name of the fee earner type, as shown on matter page. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Referral Sources
Worksheet must start with ReferralSource
Unique key name: Name
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 100 | Y | N | Name of the referral source, as shown on matter page. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Banks
Worksheet must start with Bank
Unique key name: Label
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Label | Text, max 50 | Y | N | Name of the bank, as shown on trust and general accounting pages. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
Forms of Funds
Worksheet must start with FormOfFunds
Unique key name: Label
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Label | Text, max 100 | Y | N | Name of the form of funds, as shown on trust and general accounting pages. Must be unique. |
| Sort | Numeric | N | N | Sort order override Defaults to 1 if not specified. |
| IsActive | Yes / No | N | N | Yes, No, Y, N, True, False are all valid values. Defaults to Y if not specified. |
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