Client Type Qualifiers in SmartVault allow you to organize clients into specific categories, making managing and retrieving client information easier. For instance, if the client type is an entity (business), you can categorize them as Corporate, S-Corp, Partnership, Estate, etc. Qualifiers might include Individual, Sole Proprietor, and more if the client type is a person.
These categories are flexible and customizable based on your needs. You can add Client Type Qualifiers either when adding a new client or through Account Settings. For more information, see Understanding Clients, Client Types, and Type Qualifiers.
Important
Once you have activated your SmartVault account, adding a Client Type Qualifier is important, especially if you do not have any predefined client types. This step is crucial to organizing client data effectively. Setting up client types ensures that your imported data aligns with your SmartVault account's organizational structure.
Adding a Client Type Qualifier When Adding a Client
To add a Client Type Qualifier while adding a new client:
- Sign in to the SmartVault Portal.
- Select Client Management from the left sidebar.
- Click the + Add Client button.
- On the Add new client screen, select the type of client:
- Person: if the client is an individual.
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Entity: if your client is a business or organization.
Select Person if the client is an individual.
- Select the Type qualifier. This field dynamically adjusts based on the selected client type, allowing you to categorize the client appropriately.
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To add a new Type Qualifier, click the + icon.
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In the Create Client Types window, click the + Add button corresponding to the type of client for whom you want to create the type qualifier.
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Enter the new Type Qualifier in the field that appears and click Save.
Note
You can not delete a type qualifier once you have created one, but you can edit it.
- Continue adding the client's information and click Save Client.
An asterisk follows the required fields*.
Tip
For more details on editing a Client Type Qualifier, check out our Updating Client or Company Information in SmartVault article.
Adding a Client Type Qualifier in the Account Settings
To add a Client Type Qualifier through Account Settings:
- Sign in to the SmartVault Portal.
- Click on your initials at the top right and select Settings.
- Under Manage Account, click Client Types.
- Whether you are creating a type qualifier for an entity or a person, click the + button and enter the new type qualifier in the field that appears.
- Repeat step 4 to add new Type Qualifiers, if necessary.
Note
Once created, a Type Qualifier cannot be deleted, but it can be edited as needed. To edit a Type Qualifier, click on it and make the necessary changes.
- Click the Save changes icon to save your updates.