Part 2: Configuring Client Type Prefixes for Blue Arrows
You must configure the default pre-population rules so that data from supported CRMs, PreciseFP, and 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.
Example: The list below displays some example connections:
Person or Prospect client types pre-populate to Owner fields in PDF
Business/Entity client types pre-populate to Entity fields in PDF
Trust client types pre-populate to Trust fields in PDF
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.
Cons – For multi-use forms that use the same fields for Owners and Entities, data will not be filled in automatically.
To make sure the Client Types are configured correctly: