Practifi has mapped their fields to as many Quik! fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Practifi, 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 Practifi, but typically it is because the Practifi system does not supply information to Quik! about these fields so that they can be prefilled onto a form.
Practifi Help Center Articles:
The list of fields that can be prefilled from Practifi (assuming you have client data entered for them in Practifi) can be found below.
Practifi Fields |
| 1ben.DOB |
| 2ben.DOB |
| 3ben.DOB |
| 4ben.DOB |
| 5ben.DOB |
| 1ben.FName |
| 2ben.FName |
| 3ben.FName |
| 4ben.FName |
| 5ben.FName |
| 1ben.Gender |
| 2ben.Gender |
| 3ben.Gender |
| 4ben.Gender |
| 5ben.Gender |
| 1ben.LName |
| 2ben.LName |
| 3ben.LName |
| 4ben.LName |
| 5ben.LName |
| 1ben.BenePerc |
| 2ben.BenePerc |
| 3ben.BenePerc |
| 4ben.BenePerc |
| 5ben.BenePerc |
| 1ben.SSN |
| 2ben.SSN |
| 3ben.SSN |
| 4ben.SSN |
| 5ben.SSN |
| 3ben.M.Country |
| 3own.H.Country |
| 3own.M.Country |
| 4ben.H.Country |
| 4ben.M.Country |
| 5ben.H.Country |
| 5ben.M.Country |
| 1own.Citizenship |
| 2own.Citizenship |
| 3own.Citizenship |
| 1ben.DOB |
| 1own.DOB |
| 2ben.DOB |
| 2own.DOB |
| 3ben.DOB |
| 3own.DOB |
| 4ben.DOB |
| 5ben.DOB |
| 1own.GOV.ID |
| 2own.GOV.ID |
| 3own.GOV.ID |
| 1own.GOV.IDType |
| 2own.GOV.IDType |
| 3own.GOV.IDType |
| 1ben.H.Email |
| 1contact.H.Email |
| 1own.H.Email |
| 2ben.H.Email |
| 2contact.H.Email |
| 2own.H.Email |
| 3ben.H.Email |
| 3own.H.Email |
| 4ben.H.Email |
| 5ben.H.Email |
| 1own.Employer |
| 2own.Employer |
| 3own.Employer |
| 1own.EmployStatus |
| 2own.EmployStatus |
| 3own.EmployStatus |
| 1ben.FName |
| 1contact.FName |
| 1own.FName |
| 2ben.FName |
| 2contact.FName |
| 2own.FName |
| 3ben.FName |
| 3own.FName |
| 4ben.FName |
| 5ben.FName |
| 1own.GOV.IDExpire |
| 2own.GOV.IDExpire |
| 3own.GOV.IDExpire |
| 1own.GOV.IDIssueDate |
| 2own.GOV.IDIssueDate |
| 3own.GOV.IDIssueDate |
| 1contact.H.Phone |
| 1own.H.Phone |
| 2contact.H.Phone |
| 2own.H.Phone |
| 3own.H.Phone |
| 1acc.InitAmt |
| 1acc.AcctObj1 |
| 1own.GOV.IDCountry |
| 2own.GOV.IDCountry |
| 3own.GOV.IDCountry |
| 1ben.LName |
| 1contact.LName |
| 1own.LName |
| 2ben.LName |
| 2contact.LName |
| 2own.LName |
| 3ben.LName |
| 3own.LName |
| 4ben.LName |
| 5ben.LName |
| 1own.LiquidityNeeds.AmtHigh |
| 1own.H.Mobile |
| 2contact.H.Mobile |
| 2own.H.Mobile |
| 3own.H.Mobile |
| 1contact.H.Other |
| 1own.H.Other |
| 2contact.H.Other |
| 2own.H.Other |
| 3own.H.Other |
| 1ben.BenePerc |
| 2ben.BenePerc |
| 3ben.BenePerc |
| 4ben.BenePerc |
| 5ben.BenePerc |
| 1contact.H.Mobile |
| 1acc.AcctPurpose |
| 1acc.RegType |
| 1own.RiskTolerance |
| 1ben.SSN |
| 1own.SSN |
| 2ben.SSN |
| 2own.SSN |
| 3ben.SSN |
| 3own.SSN |
| 4ben.SSN |
| 5ben.SSN |
| 1ben.H.State |
| 1ben.M.State |
| 1contact.M.State |
| 1own.H.State |
| 1own.M.State |
| 2ben.H.State |
| 2ben.M.State |
| 2contact.M.State |
| 2own.H.State |
| 2own.M.State |
| 3ben.H.State |
| 3ben.M.State |
| 3own.H.State |
| 3own.M.State |
| 4ben.H.State |
| 4ben.M.State |
| 5ben.H.State |
| 5ben.M.State |
| 1ben.H.Addr1 |
| 1ben.M.Addr1 |
| 1contact.M.Addr1 |
| 1own.H.Addr1 |
| 1own.M.Addr1 |
| 2ben.H.Addr1 |
| 2ben.M.Addr1 |
| 2contact.M.Addr1 |
| 2own.H.Addr1 |
| 2own.M.Addr1 |
| 3ben.H.Addr1 |
| 3ben.M.Addr1 |
| 3own.H.Addr1 |
| 3own.M.Addr1 |
| 4ben.H.Addr1 |
| 4ben.M.Addr1 |
| 5ben.H.Addr1 |
| 5ben.M.Addr1 |
| 1contact.Suffix |
| 1own.Suffix |
| 2contact.Suffix |
| 2own.Suffix |
| 3own.Suffix |
| 1own.PortTimeHoriz |
| 1own.Position |
| 2own.Position |
| 3own.Position |
| 1ben.H.Zip |
| 1ben.M.Zip |
| 1contact.M.Zip |
| 1own.H.Zip |
| 1own.M.Zip |
| 2ben.H.Zip |
| 2ben.M.Zip |
| 2contact.M.Zip |
| 2own.H.Zip |
| 2own.M.Zip |
| 3ben.H.Zip |
| 3ben.M.Zip |
| 3own.H.Zip |
| 3own.M.Zip |
| 4ben.H.Zip |
| 4ben.M.Zip |
| 5ben.H.Zip |
| 5ben.M.Zip |