Overview
When using the Quik! App with your Redtail CRM integration, many fields in your forms can be prefilled with existing client data from Redtail. However, some fields may appear blank even if you've assigned a client on the Add Clients page. This is typically because Redtail does not provide the necessary data for those fields to Quik!.
This article explains which fields can be prefilled and why others might remain empty.
Who this article is for: Users and Admins connecting Redtail CRM with the Quik! App.
💡 Tip: Learn how to connect your Redtail CRM to Quik!.
Prerequisites
- You must have an active Redtail CRM account connected to your Quik! App.
- Your Redtail CRM must contain client data for the fields you want to prefill.
- You must have permission to manage or view client data in both systems.
How Prefilling Works with Redtail
Quik! maps form fields to Redtail CRM fields where possible. When you assign a client on the Add Clients page:
- The Quik! App attempts to prefill mapped fields with corresponding data from Redtail.
- If Redtail supplies valid data, the form field will appear prefilled.
- If Redtail does not supply sufficient data, the field will remain blank, and you will need to manually fill it.
Why Some Fields Might Not Prefill
Even if you expect certain fields to prefill, they may remain blank for the following reasons:
- Data availability. The field in Redtail does not contain data for the selected client.
- Data limitations. Redtail does not expose that field to external applications via its API.
-
Mapping gaps. Some form fields do not have an exact match in Redtail and cannot be mapped reliably.
How to Verify Mapped Fields
If you want to confirm whether a specific field is mapped:
- Check your Redtail CRM to ensure data is entered for the field.
- Assign the client to a form in Quik! and review which fields prefill.
- If a field remains blank, verify whether it's a Redtail-supported field below.
- Reach out to our forms team at forms@quikforms.com, and they will review the field to confirm the mapping is correct.
Helpful Tips & Extras
- Keep your Redtail data updated. Missing or outdated client data is a common reason for blank form fields.
- If a critical field is not prefilled and you believe it should be, contact Quik! For support, please email support@quikforms.com to inquire about mapping limitations.
FAQs / Troubleshooting
Q: Why is a field I expected to be prefilled showing as blank?
A: Either Redtail’s API does not support the field. Or no data exists in Redtail for that field.
Q: Can Quik! add support for additional Redtail fields?
A: We are currently limited to what Redtail makes available in their API.
Q: Will field mappings change in future updates?
A: Yes. Quik! periodically updates field mappings as Redtail evolves and as we expand our integration features.
List of Fields Prefilled from Redtail
Below is a list of fields that can be prefilled from Redtail if the data exists in your CRM:
Note. This list is subject to change as both Redtail CRM and the Quik! App evolves. New field mappings may be added with future releases.
Redtail Fields |
Account Face Amount |
Account Number (selected on Add Clients page) |
Account Registration |
Address Type |
Adjusted Gross Income ($) |
Age (Calculated from DOB) |
Bank Account Number |
Bank Address (City) |
Bank Address (Number and Street) |
Bank Address (State) |
Bank Address (Suite/Unit) |
Bank Branch Name |
Bank Fax Number |
Bank Name |
Bank Phone Extension Number |
Bank Phone Number |
Bank Routing Number |
Business / Entity Home Address (City) |
Business / Entity Home Address (Number and Street) |
Business / Entity Home Address (State) |
Business / Entity Home Address (Suite/Unit) |
Business / Entity Home Address (Zip) |
Business / Entity Home Email Address |
Business / Entity Mailing Address (City) |
Business / Entity Mailing Address (Number and Street) |
Business / Entity Mailing Address (State) |
Business / Entity Mailing Address (Suite/Unit) |
Business / Entity Mailing Address (Zip) |
Business / Entity Name |
Business / Entity Other Address (City) |
Business / Entity Other Address (Number and Street) |
Business / Entity Other Address (State) |
Business / Entity Other Address (Suite/Unit) |
Business / Entity Other Address (Zip) |
Business / Entity Other Email Address |
Business / Entity Tax ID |
Citizenship Country |
Citizenship Type |
Client ID |
Client Since Date |
Date of Birth |
Employer |
Employment Start Date |
Estimated Net Worth ($) |
Estimated Non-Liquid Assets ($) |
Estimated Tax Bracket (%) |
Estimated Total Assets ($) |
Fax Phone Number |
First Name |
Funds Experience (Years) |
Gender |
Government Identification (Expiration Date) |
Government Identification (ID Number) |
Government Identification (Issued Date) |
Government Identification (Issuing State) |
Height |
Home Address (City) |
Home Address (Number and Street) |
Home Address (State) |
Home Address (Suite/Unit) |
Home Address (Zip) |
Home Email Address |
Home Phone Number |
Home Phone Number Extension |
Identification Type |
Investment Risk Tolerance (Checkboxes only for Low, Moderate, High) |
Investment Time Horizon (Checkboxes only for Short Term, Intermediate, Long Term) |
Job Title |
Last Name |
Mailing Address (City) |
Mailing Address (Number and Street) |
Mailing Address (State) |
Mailing Address (Suite/Unit) |
Mailing Address (Zip) |
Marital Status |
Middle Name |
Mobile Phone Number |
Name Salutation (Mr., Mrs., etc.) |
Name Suffix (Jr., Sr., etc.) |
Nickname |
Occupation |
Other Investment Experience (Years) |
Partnerships Experience (Years) |
Passport (Expiration Date) |
Passport (ID Number) |
Passport (Issued Date) |
Passport (Issuing State) |
Place of Birth |
Portfolio Objective (Checkboxes only for Aggressive Growth, Growth, Income) |
Product Company |
Product CUSIP |
Product Name |
Product Price |
Product Quantity |
Product Ticker |
Relationship to Client |
Salary |
Smoker |
Social Security Number |
State Driver's License (Expiration Date) |
State Driver's License (ID Number) |
State Driver's License (Issued Date) |
State Driver's License (Issuing State) |
Stocks Experience (Years) |
Trust Home Address (City) |
Trust Home Address (Number and Street) |
Trust Home Address (State) |
Trust Home Address (Suite/Unit) |
Trust Home Address (Zip) |
Trust Home Email Address |
Trust Mailing Address (City) |
Trust Mailing Address (Number and Street) |
Trust Mailing Address (State) |
Trust Mailing Address (Suite/Unit) |
Trust Mailing Address (Zip) |
Trust Name |
Trust Other Address (City) |
Trust Other Address (Number and Street) |
Trust Other Address (State) |
Trust Other Address (Suite/Unit) |
Trust Other Address (Zip) |
Trust Other Email Address |
Trust Tax ID |
Weight (pounds) |
Work Address (City) |
Work Address (Number and Street) |
Work Address (State) |
Work Address (Suite/Unit) |
Work Address (Zip) |
Work Email Address |
Work Phone Number |
Work Phone Number Extension |