Configure You must configure the default pre-population rules , so that data from the client folder is pre-populated to Owner fields so that data from supported CRMs, PreciseFP, and the Client Folder will fill out Owner fields on a form regardless of the client 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.
Example:
Person or Prospect. 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 entityEntity/trust/ 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 , where that use the same fields are used for Owners and Entities, no data pre-population will occur. will not be filled in automatically. |
Compromise – The Blue Arrow drop-down select will allow an easy two-click population of the client folder data once in the form. 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). .png?version=1&modificationDate=1597146757157&cacheVersion=1&api=v2) Client types names 
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. | .png?version=1&modificationDate=1597146860488&cacheVersion=1&api=v2) Client types prefixes |
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Click Save and Close.match the actual Client Type.
