The first step in the process is to You must configure the default pre-population rules . This causes data from the client folder to pre-populate into Owner fields so that data from supported CRMs, PreciseFP, and the Client Folder will fill out Owner fields on a form regardless of the type of client. This allows business rules to align with specific sections of a form regardless of the actual client typeclient type. The prefix fields for each Client Type are used to map client information to the fields on a form.
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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 not be wrong on formscorrect. |
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Cons – For multi-use forms that use the same fields are used for Owners and Entities, no data pre-population will occurwill not be filled in automatically. |
Compromise – The Blue Arrow dropdown allows you to manually select a client and populate form fields with two clicks.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 for value and confirm that the Quick! Prefix is correct. The prefix fields are used for proper form mapping. | Client types prefixes |
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Click Save and Close.match the actual Client Type.