Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes


Where to find Osprey Merge fields

Merge fieldNotesTableLinked by Default
Email_AddressUsers Email AddressAccuserNo
User_IDUsers UsernameAccuserNo
Branch_DescriptionBranch DescriptionBranchNo
AreaBranch Address FieldBranchInfoNo
CountyBranch Address FieldBranchInfoNo
DX_NoBranch DX AddressBranchInfoNo
E_MailBranch Email addressBranchInfoNo
Fax_NoBranch Fax NumberBranchInfoNo
HouseBranch Address FieldBranchInfoNo
Phone_NoBranch Phone NumberBranchInfoNo
Postal_TownBranch Address FieldBranchInfoNo
PostcodeBranch Address FieldBranchInfoNo
AddressClients Full Postal AddressCalculationYes
Bill_AddressClients Billing Postal AddressCalculationNo
Bill_DateDate of last bill raised on client ledgerCalculationNo
Client_BalanceClient Bank Balance on Client LedgerCalculationNo
Client_DateDate of last Client posting on client ledgerCalculationNo
Daily_Int_At_IssueField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Daily_Int_At_JudgmtField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Daily_Interest_After_JudgmtField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Deposit_BalanceDeposit Bank Balance on Client LedgerCalculationNo
Deposit_DateDate of last Deposit posting on client ledgerCalculationNo
Disbursements_BalanceDisbursement Balance on Client LedgerCalculationNo
Disbursements_DateDate of last Disbursement posting on client ledgerCalculationNo
Executive_NameMatter Supervising Fee Earner DescriptionCalculationNo
FaxClients Fax NumberCalculationNo
Fee_Earner_DescriptionMatter Fee Earner DescriptionCalculationYes
Fee_Earner_EmailMatter Fee Earner Email AddressCalculationYes
Fee_Earner_MobileMatter Fee Earner Mobile NumberCalculationNo
Fee_Earner_PhoneMatter Fee Earner Phone NumberCalculationNo
First_Invoice_DateField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Fixed_SumField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Initial_DebtField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Int_At_IssueField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Int_At_JudgmtField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Interest_After_JudgmtField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Irrecoverable_CostsField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Irrecoverable_FeesField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Last_Invoice_DateField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
MobileClients Mobile NumberCalculationNo
Office_BalanceOffice Balance on Client LedgerCalculationNo
Office_DateDate of last Office posting on client ledgerCalculationNo
PhoneClients Phone NumberCalculationNo
Recoverable_CostsField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Recoverable_FeesField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Status_DescriptionMatter Fee Earner Status DescriptonCalculationNo
Time_BilledTotal of Units BilledCalculationNo
Time_Billed_ValueTotal Value of Billed TimeCalculationNo
Total_CreditsField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Total_DebtField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
Total_PaymentsField from Debt Ledger when using the focused Debt Recovery workflowCalculationNo
WIP_MinutesTotal of WIP in MinutesCalculationNo
WIP_ValueTotal Value of WIPCalculationNo
AreaClients Address FieldClientNo
CountyClients Address FieldClientNo
Group_CodeGroup Code Selected for the clientClientNo
HouseClients Address FieldClientNo
Postal_TownClients Address FieldClientNo
PostcodeClients Address FieldClientNo
Linking the Contact fields will result in a pop-up to select a contact to merge the letter to
AreaContact Address FieldContactNo
CountyContact Address FieldContactNo
E_MailContact Email AddressContactNo
Fax_NoContact Fax NumberContactNo
ForenameContact Name FieldContactNo
HouseContact Address FieldContactNo
InitialsContact Name FieldContactNo
Mobile_NoContact Mobile NumberContactNo
Phone_NoContact Phone NumberContactNo
Postal_TownContact Address FieldContactNo
PostcodeContact Address FieldContactNo
SurnameContact Name FieldContactNo
TitleContact Name FieldContactNo
WWWContact Web AddressContactNo
Matter_LMDLast Date Matter was editedLastMatterDatesNo
Time_LMDLast Date Time was postedLastMatterDatesNo
Address_5Additional Clients Address FieldLinknameNo
Area_2Additional Clients Address FieldLinknameNo
Area_3Additional Clients Address FieldLinknameNo
Area_4Additional Clients Address FieldLinknameNo
Area_5Additional Clients Address FieldLinknameNo
Country_2Additional Clients Address FieldLinknameNo
Country_3Additional Clients Address FieldLinknameNo
Country_4Additional Clients Address FieldLinknameNo
Country_5Additional Clients Address FieldLinknameNo
Email_Address_1Additional Clients Email AddressLinknameNo
Email_Address_2Additional Clients Email AddressLinknameNo
Email_Address_3Additional Clients Email AddressLinknameNo
Email_Address_4Additional Clients Email AddressLinknameNo
Email_Address_5Additional Clients Email AddressLinknameNo
Forename_1Additional Clients Name FieldLinknameYes
Forename_2Additional Clients Name FieldLinknameYes
Forename_3Additional Clients Name FieldLinknameNo
Forename_4Additional Clients Name FieldLinknameNo
Forename_5Additional Clients Name FieldLinknameNo
House_2Additional Clients Address FieldLinknameNo
House_3Additional Clients Address FieldLinknameNo
House_4Additional Clients Address FieldLinknameNo
House_5Additional Clients Address FieldLinknameNo
Initials_1Additional Clients Name FieldLinknameYes
Initials_2Additional Clients Name FieldLinknameYes
Initials_3Additional Clients Name FieldLinknameNo
Initials_4Additional Clients Name FieldLinknameNo
Initials_5Additional Clients Name FieldLinknameNo
Postal_Town_2Additional Clients Address FieldLinknameNo
Postal_Town_3Additional Clients Address FieldLinknameNo
Postal_Town_4Additional Clients Address FieldLinknameNo
Postal_Town_5Additional Clients Address FieldLinknameNo
Postcode_2Additional Clients Address FieldLinknameNo
Postcode_3Additional Clients Address FieldLinknameNo
Postcode_4Additional Clients Address FieldLinknameNo
Postcode_5Additional Clients Address FieldLinknameNo
Surname_1Additional Clients Name FieldLinknameYes
Surname_2Additional Clients Name FieldLinknameYes
Surname_3Additional Clients Name FieldLinknameNo
Surname_4Additional Clients Name FieldLinknameNo
Surname_5Additional Clients Name FieldLinknameNo
Title_1Additional Clients Name FieldLinknameYes
Title_2Additional Clients Name FieldLinknameYes
Title_3Additional Clients Name FieldLinknameNo
Title_4Additional Clients Name FieldLinknameNo
Title_5Additional Clients Name FieldLinknameNo
Archive_LocationMatter Archive LocationMatterNo
Archive_ReferenceMatter Archive ReferenceMatterNo
Branch_IDMatter Branch IDMatterNo
Client_NoMatter Client NumberMatterNo
Date_ArchivedDate Matter ArchivedMatterNo
Date_OpenedDate Matter OpenedMatterNo
Debtor_LimitMatter Debtor LimitMatterNo
Department_IDMatter Department IDMatterNo
Disbursements_LimitMatter Debtor LimitMatterNo
Email_AddressMatter Email AddressMatterNo
Exec_CodeMatter Supervising Fee Earner IDMatterNo
Fee_Earner_IDMatter Fee Earner IDMatterYes
Matter_DescriptionMatter DescriptionMatterYes
Matter_NoMatter NumberMatterNo
Private_Or_LAMatter Private or Legal AidMatterNo
Remuneration_TypeMatter Remuneration IDMatterNo
Review_DateMatter Review DateMatterNo
Review_PeriodMatter Review PeriodMatterNo
Unique_File_NoMatter Unique File NumberMatterNo
WIP_LimitMatter WIP LimitMatterNo
Work_IdMatter Work Type IDMatterNo
Linking the Organisation fields will result in a pop-up to select a contact to merge the letter to
AreaOrganisation Address FieldOrganisationNo
CountyOrganisation Address FieldOrganisationNo
DX_NoOrganisation DX AddressOrganisationNo
E_MailOrganisation Email AddressOrganisationNo
Fax_NoOrganisation Fax NumberOrganisationNo
HouseOrganisation Address FieldOrganisationNo
Organisation_NameOrganisation DescriptionOrganisationNo
Phone_NoOrganisation Phone NumberOrganisationNo
Postal_TownOrganisation Address FieldOrganisationNo
PostcodeOrganisation Address FieldOrganisationNo
WWWOrganisation Web AddressOrganisationNo
AreaPractice Address FieldPracticeInfoNo
CountyPractice Address FieldPracticeInfoNo
DX_NoPractice DX AddressPracticeInfoNo
E_MailPractice Email AddressPracticeInfoNo
Fax_NoPractice Fax NumberPracticeInfoNo
HousePractice Address FieldPracticeInfoNo
Phone_NoPractice Phone NumberPracticeInfoNo
Postal_TownPractice Address FieldPracticeInfoNo
PostcodePractice Address FieldPracticeInfoNo
Practice_IdPractice IDPracticeInfoNo
Practice_NamePractice NamePracticeInfoYes
WWWPractice Web AddressPracticeInfoNo
AreaAssociate Address FieldPubAssocNo
Assoc_IdAssociate IDPubAssocNo
Assoc_NameAssociate NamePubAssocNo
CountyAssociate Address FieldPubAssocNo
E_MailAssociate Email AddressPubAssocNo
GenAssocNameAssociate Generated PasswordPubAssocNo
HouseAssociate Address FieldPubAssocNo
Phone_NoAssociate Phone NumberPubAssocNo
Postal_TownAssociate Address FieldPubAssocNo
PostcodeAssociate Address FieldPubAssocNo
WWWAssociate Web AddressPubAssocNo
Client_EmailClients Published Email AddressPubDataNo
Client_NoClients Published Client NumberPubDataNo
GenClientNameClients Generated PasswordPubDataNo
VAT_NumberVAT NumberVATNONo
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