You must configure the default pre-population rules so that data from the Client Folder will fill out Owner fields on a form regardless of the client type. The prefix fields for each Client Type are used to map client information to the fields on a form.
Info |
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Example: The list below displays some example connections:
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Pros – This will eliminate issues with Entity/Trust data incorrectly populating the Owner fields on forms that do not support entity data. Data on forms will be correct. |
Warning |
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Cons – For multi-use forms that use the same fields for Owners and Entities, data will not be filled in automatically. |
Compromise – The Blue Arrow dropdown allows you to manually select which client data you need to appear on the form.
To make sure the Client Types are configured correctly:
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Navigate to Administration > List Domains > Client Types (149).
Check that the values specified in the Prefix column match the actual Client Type. |