What's the Point?
Adding People is an awesome way to save your time by prefilling data on forms when you launch them. This reduces the time you need to spend doing data entry on the form itself and prevents typos on forms that can cause delays or rejections. Client prefill is made possible by Quik!'s Field Definition, which assigns a role to every field on a form. For more information on form roles, please see the Quik! Field Definition Reference Guide.
IMPORTANT: Your account must be connected to a CRM to use this page. Otherwise, there will be no source from which to pull client data for your forms. See How to Connect to a CRM for details.
How To
After selecting a form or Form Bundle, you have the option to add client information to your forms by clicking the ADD PEOPLE tab at the top.
You can choose a CRM connection and search for clients or reps stored in that CRM on the left of this page. On the right, you can assign these people to a role. There are hundreds of defined roles in the Quik! Field Definition, including the beneficiary, trustee, minor, owner, etc. Also, there can be multiple instances of each role on a form. In these cases, a number will be added to the end of the role name to indicate which instance it pertains to. The roles displayed on this page are dynamic and based on the forms currently in your basket. For example, if you have 2 forms in your basket, and those 2 forms ask for information about an account Owner and 3 possible Beneficiaries, then Owner 1, Beneficiary 1, Beneficiary 2, and Beneficiary 3 will be the only roles that are displayed on the page.
- Step 1: Choose a CRM
Before prefilling a form with data, you need to select the CRM you wish to pull data from. If you have only added 1 CRM connection, it will be automatically selected, and you can skip this step. If you have added more than 1 CRM connection to your account, click on the drop-down here to see a list of your CRM connections (listed by Connection Name) and select the one you want. For details on how to Add a CRM connection, see How to Connect to a CRM for details.
- Step 2: Search for the person you want to prefill
Once you have selected a CRM connection, use the client search field to find people whose information you want to add to forms. Search by name, and results will be displayed below. - Step 3: Select a client
When you see the name of the person who you want, click on it. This will select the name, and it will be highlighted in red. - Step 4: Add the client to a role
After you have selected a person, you need to assign them to a role. Click on the "+" next to any role shown on the right, and the person will be assigned to that role. Any person can be assigned to more than 1 role if desired. Once assigned, you can remove that person from a role by clicking the X next to their name.
IMPORTANT NOTES: This step is completely optional before launching forms-- you may add as many or as few people to roles as you want. Also, there is no harm in adding people to roles for whom you have minimal information entered for in your CRM; as long as a field on your selected forms asks for their information, it will be automatically prefilled onto the form-- otherwise, the field will be left blank if you have no data for that person in your CRM.
Also, keep in mind that you can prefill a single form with data from multiple data sources, as long as they have been added to your account. Follow steps 1-4 with one connection, and, if you wish to add client information from a different CRM, repeat steps 1-4 for another role in the same form.
Finally, if you assign a person in your CRM to a "Rep" role on the right, that person will have their information prefilled for all fields asking for information about the financial advisor on the account. If a person is assigned to Rep, then the Financial Professional drop-down on the FINALIZE page will disappear, and you will not be able to add any rep information stored in Financial Professional Information.
Once you are finished searching for and assigning people to roles, proceed to FINALIZE.