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Configure the default pre-population rules, so rules so that data from the client folder is pre-populated to Owner fields regardless of the type of client. This will allow business rules for the pre-population of forms on work item creation to align with the type of client. 

Info

Example: 

  • Person or Prospect populate to Owner fields in PDF

  • Business/Entity populate to Entity fields in PDF

  • Insured populate to Insure fields in PDF

  • Trust populate to Trust fields in PDF

Tip

Pros – This will eliminate issues with entity/trust/ data incorrectly populating Owner fields on forms that do support entity data. Data will not be wrong on forms. 

Warning

Cons – For multi-use forms, where the same fields are used for Owners and Entities, no data pre-population will occur. 

Compromise – Blue Arrow drop-down select will allow an easy two-click population of the client folder data once in the form. 

Rw ui steps macro
Rw step

Navigate to Administration > List Domains > Client Types (149).

Client types names 

Rw step

Check the Prefix column for value and confirm that the Quick! Prefix is correct. The prefix fields are used for proper form mapping. 

Client types prefixes

Rw step

Click Save and Close.