File_Number | picklist | Claim_Form (↔ Commission) | |
Claims_Management_Form | picklist | Claims_Management_Form | |
Lead_Source | picklist | Lead_Source | |
Claim_Type | text | — | |
Recovery_Type | text | — | |
Claims_Consultant | picklist | Users (built-in) | Personal data field |
Is_the_file_complete_and_ready_for_commission_payment | picklist | — | Values: Yes / No |
What_bracket_of_commission_is_due | list | Commission_Items | Multi-select |
Date_created | date | — | |
Commission_Status | picklist | — | Values: Pending / Requested / Paid / Declined / Approved / Not Approved / Pending - Carry over / Approval Pending / Claw Back / Claw Back - Requested |
Date_Approved | date | — | |
Date_Paid | date | — | |
Email_sent | picklist | — | Values: Yes / No; default: No; allows custom "other" value |
Accounts_Email_Sent | picklist | — | Values: Yes / No; default: No |
Com_s_Amount (displayname "Com's Amount") | AUD (currency) | — | |
Comms_Note | textarea | — | |
Notes (displayname "Notes for not approved") | textarea | — | |
Commission_Item | internal subform | — | Embedded subform, columns: Commission_Item_name (text), Commission_Amount (AUD currency) |