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You must configure the default pre-population rules
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so that data from supported CRMs, PreciseFP, and the Client Folder will fill out Owner fields on a form regardless of the client type
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. 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 |
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Entity/ |
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Trust data incorrectly populating the Owner fields on forms that do not support entity data. Data on forms will |
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be |
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correct. |
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Cons – For multi-use forms |
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that use the same fields |
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for Owners and Entities, |
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data |
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will not be filled in automatically. |
Compromise – The Blue Arrow
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dropdown allows you to manually select which client data you need to appear on the form.
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| title | Step 1: Configuring the prefixes for client types |
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1
To make sure the Client Types are configured correctly:
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Navigate to Administration > List Domains > Client Types (149). |
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Client types names
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2
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Check that the values specified in the Prefix column |
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Client types prefixes
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3
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match the actual Client Type.  |