Where to find Osprey Mergefields
Updated Jul 30th, 2024
Who is this guide for?
Case Management Supervisors and System Supervisors
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 through data captured from Osprey.
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.
Standard Osprey merge fields
| Merge field | Notes | Table | Linked by Default |
|---|---|---|---|
| Email_Address | Users Email Address | Accuser | No |
| User_ID | Users Username | Accuser | No |
| Branch_Description | Branch Description | Branch | No |
| Area | Branch Address Field | BranchInfo | No |
| County | Branch Address Field | BranchInfo | No |
| DX_No | Branch DX Address | BranchInfo | No |
| E_Mail | Branch Email address | BranchInfo | No |
| Fax_No | Branch Fax Number | BranchInfo | No |
| House | Branch Address Field | BranchInfo | No |
| Phone_No | Branch Phone Number | BranchInfo | No |
| Postal_Town | Branch Address Field | BranchInfo | No |
| Postcode | Branch Address Field | BranchInfo | No |
| Address | Clients Full Postal Address | Calculation | Yes |
| Bill_Address | Clients Billing Postal Address | Calculation | No |
| Bill_Date | Date of last bill raised on client ledger | Calculation | No |
| Client_Balance | Client Bank Balance on Client Ledger | Calculation | No |
| Client_Date | Date of last Client posting on client ledger | Calculation | No |
| Daily_Int_At_Issue | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Daily_Int_At_Judgmt | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Daily_Interest_After_Judgmt | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Deposit_Balance | Deposit Bank Balance on Client Ledger | Calculation | No |
| Deposit_Date | Date of last Deposit posting on client ledger | Calculation | No |
| Disbursements_Balance | Disbursement Balance on Client Ledger | Calculation | No |
| Disbursements_Date | Date of last Disbursement posting on client ledger | Calculation | No |
| Executive_Name | Matter Supervising Fee Earner Description | Calculation | No |
| Fax | Clients Fax Number | Calculation | No |
| Fee_Earner_Description | Matter Fee Earner Description | Calculation | Yes |
| Fee_Earner_Email | Matter Fee Earner Email Address | Calculation | Yes |
| Fee_Earner_Mobile | Matter Fee Earner Mobile Number | Calculation | No |
| Fee_Earner_Phone | Matter Fee Earner Phone Number | Calculation | No |
| First_Invoice_Date | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Fixed_Sum | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Initial_Debt | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Int_At_Issue | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Int_At_Judgmt | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Interest_After_Judgmt | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Irrecoverable_Costs | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Irrecoverable_Fees | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Last_Invoice_Date | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Mobile | Clients Mobile Number | Calculation | No |
| Office_Balance | Office Balance on Client Ledger | Calculation | No |
| Office_Date | Date of last Office posting on client ledger | Calculation | No |
| Phone | Clients Phone Number | Calculation | No |
| Recoverable_Costs | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Recoverable_Fees | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Status_Description | Matter Fee Earner Status Descripton | Calculation | No |
| Time_Billed | Total of Units Billed | Calculation | No |
| Time_Billed_Value | Total Value of Billed Time | Calculation | No |
| Total_Credits | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Total_Debt | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| Total_Payments | Field from the Debt Ledger for use with the focused Debt Recovery workflow. | Calculation | No |
| WIP_Minutes | Total of WIP in Minutes | Calculation | No |
| WIP_Value | Total Value of WIP | Calculation | No |
| Area | Clients Address Field | Client | No |
| County | Clients Address Field | Client | No |
| Group_Code | Group Code allocated to the client. | Client | No |
| House | Clients Address Field | Client | No |
| Postal_Town | Clients Address Field | Client | No |
| Postcode | Clients Address Field | Client | No |
| Area | Contact Address Field | Contact | No |
| County | Contact Address Field | Contact | No |
| E_Mail | Contact Email Address | Contact | No |
| Fax_No | Contact Fax Number | Contact | No |
| Forename | Contact Name Field | Contact | No |
| House | Contact Address Field | Contact | No |
| Initials | Contact Name Field | Contact | No |
| Mobile_No | Contact Mobile Number | Contact | No |
| Phone_No | Contact Phone Number | Contact | No |
| Postal_Town | Contact Address Field | Contact | No |
| Postcode | Contact Address Field | Contact | No |
| Surname | Contact Name Field | Contact | No |
| Title | Contact Name Field | Contact | No |
| WWW | Contact Web Address | Contact | No |
| Matter_LMD | Last Date Matter was edited | LastMatterDates | No |
| Time_LMD | Last Date Time was posted | LastMatterDates | No |
| Address_5 | Additional Clients Address Field | Linkname | No |
| Area_2 | Additional Clients Address Field | Linkname | No |
| Area_3 | Additional Clients Address Field | Linkname | No |
| Area_4 | Additional Clients Address Field | Linkname | No |
| Area_5 | Additional Clients Address Field | Linkname | No |
| Country_2 | Additional Clients Address Field | Linkname | No |
| Country_3 | Additional Clients Address Field | Linkname | No |
| Country_4 | Additional Clients Address Field | Linkname | No |
| Country_5 | Additional Clients Address Field | Linkname | No |
| Email_Address_1 | Additional Clients Email Address | Linkname | No |
| Email_Address_2 | Additional Clients Email Address | Linkname | No |
| Email_Address_3 | Additional Clients Email Address | Linkname | No |
| Email_Address_4 | Additional Clients Email Address | Linkname | No |
| Email_Address_5 | Additional Clients Email Address | Linkname | No |
| Forename_1 | Additional Clients Name Field | Linkname | Yes |
| Forename_2 | Additional Clients Name Field | Linkname | Yes |
| Forename_3 | Additional Clients Name Field | Linkname | No |
| Forename_4 | Additional Clients Name Field | Linkname | No |
| Forename_5 | Additional Clients Name Field | Linkname | No |
| House_2 | Additional Clients Address Field | Linkname | No |
| House_3 | Additional Clients Address Field | Linkname | No |
| House_4 | Additional Clients Address Field | Linkname | No |
| House_5 | Additional Clients Address Field | Linkname | No |
| Initials_1 | Additional Clients Name Field | Linkname | Yes |
| Initials_2 | Additional Clients Name Field | Linkname | Yes |
| Initials_3 | Additional Clients Name Field | Linkname | No |
| Initials_4 | Additional Clients Name Field | Linkname | No |
| Initials_5 | Additional Clients Name Field | Linkname | No |
| Postal_Town_2 | Additional Clients Address Field | Linkname | No |
| Postal_Town_3 | Additional Clients Address Field | Linkname | No |
| Postal_Town_4 | Additional Clients Address Field | Linkname | No |
| Postal_Town_5 | Additional Clients Address Field | Linkname | No |
| Postcode_2 | Additional Clients Address Field | Linkname | No |
| Postcode_3 | Additional Clients Address Field | Linkname | No |
| Postcode_4 | Additional Clients Address Field | Linkname | No |
| Postcode_5 | Additional Clients Address Field | Linkname | No |
| Surname_1 | Additional Clients Name Field | Linkname | Yes |
| Surname_2 | Additional Clients Name Field | Linkname | Yes |
| Surname_3 | Additional Clients Name Field | Linkname | No |
| Surname_4 | Additional Clients Name Field | Linkname | No |
| Surname_5 | Additional Clients Name Field | Linkname | No |
| Title_1 | Additional Clients Name Field | Linkname | Yes |
| Title_2 | Additional Clients Name Field | Linkname | Yes |
| Title_3 | Additional Clients Name Field | Linkname | No |
| Title_4 | Additional Clients Name Field | Linkname | No |
| Title_5 | Additional Clients Name Field | Linkname | No |
| Archive_Location | Matter Archive Location | Matter | No |
| Archive_Reference | Matter Archive Reference | Matter | No |
| Branch_ID | Matter Branch ID | Matter | No |
| Client_No | Matter Client Number | Matter | No |
| Date_Archived | Date Matter Archived | Matter | No |
| Date_Opened | Date Matter Opened | Matter | No |
| Debtor_Limit | Matter Debtor Limit | Matter | No |
| Department_ID | Matter Department ID | Matter | No |
| Disbursements_Limit | Matter Debtor Limit | Matter | No |
| Email_Address | Matter Email Address | Matter | No |
| Exec_Code | Matter Supervising Fee Earner ID | Matter | No |
| Fee_Earner_ID | Matter Fee Earner ID | Matter | Yes |
| Matter_Description | Matter Description | Matter | Yes |
| Matter_No | Matter Number | Matter | No |
| Private_Or_LA | Matter Private or Legal Aid | Matter | No |
| Remuneration_Type | Matter Remuneration ID | Matter | No |
| Review_Date | Matter Review Date | Matter | No |
| Review_Period | Matter Review Period | Matter | No |
| Unique_File_No | Matter Unique File Number | Matter | No |
| WIP_Limit | Matter WIP Limit | Matter | No |
| Work_Id | Matter Work Type ID | Matter | No |
| Area | Organisation Address Field | Organisation | No |
| County | Organisation Address Field | Organisation | No |
| DX_No | Organisation DX Address | Organisation | No |
| E_Mail | Organisation Email Address | Organisation | No |
| Fax_No | Organisation Fax Number | Organisation | No |
| House | Organisation Address Field | Organisation | No |
| Organisation_Name | Organisation Description | Organisation | No |
| Phone_No | Organisation Phone Number | Organisation | No |
| Postal_Town | Organisation Address Field | Organisation | No |
| Postcode | Organisation Address Field | Organisation | No |
| WWW | Organisation Web Address | Organisation | No |
| Area | Practice Address Field | PracticeInfo | No |
| County | Practice Address Field | PracticeInfo | No |
| DX_No | Practice DX Address | PracticeInfo | No |
| E_Mail | Practice Email Address | PracticeInfo | No |
| Fax_No | Practice Fax Number | PracticeInfo | No |
| House | Practice Address Field | PracticeInfo | No |
| Phone_No | Practice Phone Number | PracticeInfo | No |
| Postal_Town | Practice Address Field | PracticeInfo | No |
| Postcode | Practice Address Field | PracticeInfo | No |
| Practice_Id | Practice ID | PracticeInfo | No |
| Practice_Name | Practice Name | PracticeInfo | Yes |
| WWW | Practice Web Address | PracticeInfo | No |
| Area | Associate Address Field | PubAssoc | No |
| Assoc_Id | Associate ID | PubAssoc | No |
| Assoc_Name | Associate Name | PubAssoc | No |
| County | Associate Address Field | PubAssoc | No |
| E_Mail | Associate Email Address | PubAssoc | No |
| GenAssocName | Associate Generated Password | PubAssoc | No |
| House | Associate Address Field | PubAssoc | No |
| Phone_No | Associate Phone Number | PubAssoc | No |
| Postal_Town | Associate Address Field | PubAssoc | No |
| Postcode | Associate Address Field | PubAssoc | No |
| WWW | Associate Web Address | PubAssoc | No |
| Client_Email | Clients Published Email Address | PubData | No |
| Client_No | Clients Published Client Number | PubData | No |
| GenClientName | Clients Generated Password | PubData | No |
| VAT_Number | VAT Number | VATNO | No |