Field Definitions

[Contents] [Date Formats] [Time Formats]

The Custom Report Modification Page allows the user to select from a set of data fields that represent Properties (e.g. Address, Client Name) and Milestones (e.g. Date Exchanged) of the stored cases.

The available set of fields is given below. Note, however, that there can be up to four clients involved in a transaction and field definitions are only given for the primary client. The other three clients have identical fields that are annotated (e.g.) Client2 forenames, Client4 town, Client3 work tel, and so on.

Abort date	The date that the sale was aborted. The date will only appear if the Sale or Matter Abortive Process has been actioned by the user.
Billed	Set to 1 if the customer has been billed for the transaction by Intelligent Conveyancing.
Case code	The case code assigned by the firm. The Case code is a unique reference used within a law firm to refer to the case, but is not guarunteed to be unique across multiple firms.
Case ID	An internal value that is mapped to the case code, Customer ID and other values to produce a unique case identifier. This is normally only of interest to Icon Administrators.
Client county	The "county" part of the client's address.
Client email	the client's email address
Client forenames	The Client's first names.
Client home tel	The client's home telephone number.
Client house number	The client's house name or number.
Client house street	The "street" part of the client's address.
Client locality	The client's general locality (e.g. "Welwyn Village")
Client mobile tel	The client's mobile telephone number.
Client postcode	The "postcode" part of the client's address.
Client surname or company	The Client's surname or, if they represent a company, the company name.
Client title	The Client's title (e.g. Mr, Miss, etc.).
Client town	The "town" part of the client's address.
Client work tel	The Client's work telephone number.
Customer	the name of the Customer (e.g. Firm of Solicitors) that are using the Icon application.
Customer billing address	The Customer's normal billing address
Customer ID	An internal customer number.
Customer invoice date	The date the customer was last invoiced.
Customer start date	The date the Icon application was first installed.
Customer type	Denotes whether the customer is an ASP customer or not.
Date actual completion	Date actual completion
Date agents sale memo in	The date that the Estate Agent Memorandum of Sale is received. This field is usually automatically populated during the Create Case and New Sale Agreed (Agents Partics or Telecon.) processes.
Date billed	The date that the customer was billed for the transaction by Intelligent Conveyancing.
Date buyer enquiries received	The date that the buyer’s enquiries are received from the buyer’s Solicitor. This date is automatically populated from the Enquiries Received from Buyer Sols Process.
Date care letter sent	The date the Client Care letter was sent to the Client(s), automatically populated during the production of the relevant letters.
Date CIF authority received	The date the client(s) return the signed Client Information Form.This date is automatically populated when the user actions the Initial Questionnaire Returned Process and confirms that the Client Information Form has been returned.
Date contract approved	The date that the Contract is approved by the buyer’s solicitor
Date contract issued	The date the contract for Sale is issued by the Seller’s Solicitor to the Buyer’s Solicitor. This field is automatically populated from letter SPE-17 (To Buyers Solicitor - Enclosing Contract Docs).
Date contract received	Date contract received
Date contract requested	Date contract requested
Date contract sent to client	The date the Contract is sent to the Client(s) for signature. The field can be automatically populated from letter SPE-32 (To Client sending Contract for signature).
Date deeds received	The date the title deeds to sale property are received. This field is automatically populated from the Deeds / Title Information Doc Received? process.
Date deeds requested	The date that the title deeds to the sale property are requested. This field is automatically populated from the Request Redstat/Deeds (LENDER) Process.
Date enquiries raised	Date enquiries raised
Date extra enquiries received	The date that any additional enquiries are received from the buyer’s solicitor. This date is automatically populated from the Enquiries Received from Buyer Sols Process.
Date FF form received	The date the Fixture and Fittings Form is returned by the Client(s). The date is automatically populated when the user actions the Initial Questionnaire Returned Process and confirms that the Fixtures and Fittings Form has been returned.
Date first contact call	The date the first successful telephone call was made to the Client, manually entered by the user.
Date further enq raised	Date further enq raised
Date ID verified	The date that all the client's identitie(s) are verified.
Date instructed	The date the matter was opened, automatically initialised by Icon.
Date landlord enquiries received	Date landlord enquiries received
Date landlord enquiries sent	The date that standard Leasehold enquiries were forwarded to the Landlord, its agent or solicitor. This date is automatically populated from letter SPE-19 (To Landlord/Landlord's Agent – Enquiries)
Date local search received	Date local search received
Date local search sent	Date local search sent
Date mortgage offer received	Date mortgage offer received
Date of completion	Date of completion
Date of exchange	Date of exchange
Date planned completion	Date planned completion
Date planned exchange	Date planned exchange
Date pre-exchange review	Date pre-exchange review
Date property report to client	Date property report to client
Date protocol docs received	Date protocol docs received
Date ready to exchange	Manually entered by the user when all outstanding enquiries have been dealt with and the sale is ready to exchange.
Date replied to buyer enquiries	The date that any additional enquiries received from the buyer’s solicitor are replied too. This date is automatically populated from letter SPE-25 (To Buyer's Solr - Ack Enquiries/Interim Reply),SPE-28 (To Buyer's Solicitor - Replies to Addit Enquiries) and SPE-30 (To Buyer's Solr - Enclose Replies to ALL Enquiries).
Date replied to extra enquiries	The date that any additional enquiries are received from the buyer’s solicitor. This date is automatically populated from the Enquiries Received from Buyer Sols Process.
Date replies received to enq. raised	Date replies received to enq. raised
Date reply to further enq. sent	Date reply to further enq. sent
Date signed contract held	The date the signed Contract is returned to the Firm by the Client(s).
Date SPIF received	The date the Seller Property Information Form is received from the Client(s). The date is automatically populated when the user actions the Initial Questionnaire Returned Process and confirms that the Sellers property Information Form has been returned.
Date title checked	Date title checked
Date transfer approved	The date that the Transfer of Land document is approved by the buyer’s solicitor.
Estate agent branch	Estate agent branch
Estate agent name	Estate agent name
Estate agent reference	Estate agent reference
Estate agent tel	Estate agent tel
Event ID	An internal Icon Event ID
Event time	The Event time
Fee earner name	Fee earner name
Fee earner supervisor	Fee earner supervisor
Matter status	The system will automatically populate the status of the case once a relevant process has been actioned. This status field will automatically be set to one of the following: No Deal Live Suspended Exchanged Completed Closed Aborted
Property county	The address line containing the property county.
Property name or number	The address line containing the property name or number.
Property postcode	The address line containing the propert postcode.
Property street or road	The address line containing the property street or road.
Property title number	The property title number.
Property town	The address line containing the property town.
Referrer division	The division of the referrer ccompany.
Referrer name	The name of the Referrer company.
Referrer tel	The contact telephone number for a particular referrer division.
Site ID	A unique identifier for a customer site, only relevant where a customer has multiple sites.
Time stored	The date and time that the case was last updated in the Icon reporting database; this value is based on the server time and is accurate to less than a tenth of a second.
Transaction type	The type of transaction, either Purchase or Sale.