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 Field |
Associated Quik! Form Field |
| First Name |
FName |
| Middle Name |
MName |
| Last Name |
LName |
| First Middle Last Name |
FullName |
| Full Name |
FullName |
| Suffix |
Suffix |
| DOB |
DOB |
| Age |
Age |
| Tax ID |
SSN |
| Person Tax |
TaxID |
| Gender (for checkboxes) |
Gender |
| Marital (for checkboxes) |
Married |
| Gender Text (for text fields) |
GenderOther |
| Marital Text (for text fields) |
MarriedOther |
| Occupation |
Occupation |
| Job Title |
Title |
| Salary |
Salary |
| Total Income |
Income.AmtHigh |
| Net Worth |
NetWorth.AmtHigh |
| Business Phone Number |
O.Phone |
| Business Phone Extension |
O.PhoneExt |
| Home Fax Number |
H.Fax |
| Business Fax Number |
O.Fax |
| Mobile Phone Number |
H.Mobile |
| Preferred Phone Number |
H.Phone |
| Preferred Phone Extension |
H.PhoneExt |
| Preferred Email Address |
H.Email |
|
