Quik! has mapped our fields to as many Redtail fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Redtail, which remains blank even after assigning a person to them on the Add Clients page. There are various reasons why these fields cannot be prefilled from Redtail, but typically it is because the Redtail system does not supply enough information to Quik! about these fields so that they can be correctly prefilled on a form.
The list of fields that can be prefilled from Redtail (assuming you have client data entered for them in Redtail) is found below. This list is subject to change with future releases of the Quik! App.
Note: If you have added a spouse record in Redtail from the head of household, their data will not prefill in Quik! correctly. To prefill spouse information correctly, Quik! recommends that users add any spouse as a separate contact record in Redtail first and then associate them to other family members in Redtail after.
|
Redtail Fields |
| First Name |
| Middle Name |
| Last Name |
| Name Salutation (Mr., Mrs., etc.) |
| Name Suffix (Jr., Sr., etc.) |
| Nickname |
| Tax ID Number |
| Unique ID |
| Date of Birth |
| Age (Calculated from DOB) |
| Weight (pounds) |
| Height |
| Marital Status |
| Gender |
| Job Title |
| Employer |
| Home Address (Number and Street) |
| Home Address (Suite/Unit) |
| Home Address (City) |
| Home Address (State) |
| Home Address (Zip) |
| Mailing Address (Number and Street) |
| Mailing Address (Suite/Unit) |
| Mailing Address (City) |
| Mailing Address (State) |
| Mailing Address (Zip) |
| Work Address (Number and Street) |
| Work Address (Suite/Unit) |
| Work Address (City) |
| Work Address (State) |
| Work Address (Zip) |
| Mobile Phone |
| Home Phone |
| Home Phone Extension |
| Work Phone |
| Work Phone Extension |
| Fax Phone |
| Identification Type |
| Issuing Country for Drivers License |
| Government Identification |
| State Drivers License (ID Number) |
| State Drivers License (State) |
| State Drivers License (Issued) |
| State Drivers License (Expires) |
| Passport (ID Number) |
| Client ID |
| Bank Name |
| Bank Account |
| Routing Number |
| Funds Experience (Years) |
| Stocks Experience (Years) |
| Partnerships Experience (Years) |
| Other Investment Experience (Years) |
| Estimated Total Assets ($) |
| Estimated Net Worth ($) |
| Adjusted Gross Income ($) |
| Estimated Tax Bracket (%) |
| Account Number (selected on Add Clients page) |
| Investment Time Horizon |
| Investment Risk Tolerance (form dependent) |