Quik! has mapped our fields to as many SmartOffice fields as possible. That said, you may see fields on a form that you would expect to be prefilled from SmartOffice which remains blank even after assigning a person to them on the Add People page. There are various reasons why these fields cannot be prefilled from SmartOffice, but typically it is because the SmartOffice 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 SmartOffice (assuming you have client data entered for them in SmartOffice) is found below. This list is subject to change with future releases of the Quik! App.
SmartOffice Fields |
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Account Number |
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Account Plan Tax ID |
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Account Registration |
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Age |
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Birthplace |
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Business / Employer Address (City) |
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Business / Employer Address (Country) |
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Business / Employer Address (Number and Street) |
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Business / Employer Address (State) |
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Business / Employer Address (Suite/Unit) |
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Business / Employer Address (Zip) |
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Business / Employer Fax Number |
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Business / Employer Name |
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Business / Employer Phone Number |
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Business / Employer Phone Number Extension |
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Citizenship |
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Date of Birth |
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Date of Trust |
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Driver's License (Expiration Date) |
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Driver's License (ID Number) |
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Driver's License (Issued Date) |
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Driver's License (Issuing State) |
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Federal Tax Bracket |
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First Name |
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Gender |
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Home Address (City) |
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Home Address (Country) |
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Home Address (Number and Street) |
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Home Address (State) |
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Home Address (Suite/Unit) |
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Home Address (Zip) |
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Home Email Address |
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Home Fax Number |
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Home Phone Number |
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Home Phone Number Extension |
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Job Title |
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Last Name |
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Mailing Address (City) |
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Mailing Address (Country) |
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Mailing Address (Number and Street) |
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Mailing Address (State) |
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Mailing Address (Suite/Unit) |
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Mailing Address (Zip) |
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Marital Status |
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Middle Name |
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Mobile Phone Number |
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Name Salutation (Mr., Mrs., etc.) |
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Name Suffix (Jr., Sr., etc.) |
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Net Worth ($) |
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Nickname |
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Number of Dependents |
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Occupation |
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Salary |
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Social Security Number |
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Total Income ($) |
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Trust / Entity Business Address (City) |
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Trust / Entity Business Address (Country) |
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Trust / Entity Business Address (Number and Street) |
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Trust / Entity Business Address (State) |
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Trust / Entity Business Address (Suite/Unit) |
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Trust / Entity Business Address (Zip) |
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Trust / Entity Business Address Name |
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Trust / Entity Business Address Phone |
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Trust / Entity Business Address Phone Extension |
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Trust / Entity Business Email |
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Trust / Entity Business Fax Number |
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Trust / Entity Tax ID |