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- Countries
- Contact Type Tags
- Contact Address Types
- Contact Phone / Email Types
- Matter Archive Location
- Matter Contact Types
- Fee Earner Types
- Referral Sources
- Jurisdictions
- Matter Types
- Banks
- Forms of Funds
- Users
- Contacts
- Matters
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| 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. |
Jurisdictions
Worksheet must start with Jurisdiction
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. |
| CountryCode | Text, max 10 | N | N | The country and state codes together must be unique |
| StateCode | Text, max 10 | N | N | The country and state codes together 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 Types
Worksheet must start with MatterType
Unique key name: Name
| Field | Type of Data | Required | Multiple Values | Comments |
|---|---|---|---|---|
| Name | Text, max 80 | Y | N | Name of the referral source, as shown on matter page. Must be unique. |
| Code | Text, max 12 | Y | N | Must be unique |
| Description | Text, max 250 | N | N | |
| JurisdictionType | Jurisdiction Type | Y | N | One of International, Federal or State. The first letter is sufficient. |
| 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
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