Adding Client Type Qualifiers

Overview

The type qualifier lets you organize the client type into further categories. For example, if the client type is an entity (business), then the client type qualifiers can be Corporate, S-Corp, Partnership, Estate, etc. 

If the client type is a person, then the type qualifier can be Individual, Sole Proprietor, etc.

These are just suggestions. You can add any client type qualifiers that you want. There are two ways to add client type qualifiers: when adding a client or in the Account Settings. For more information, see Understanding Clients, Client Types, and Type Qualifiers

Adding a Client Type Qualifier When Adding a Client

To add a client type qualifier: 

  1. Sign in to the SmartVault Portal.
  2. Click Clients
  3. Click the Add client icon. 
  4. In the Type qualifier field, click the linked text underneath the field. 
  5. Click the Add Type qualifier icon. 
  6. Whether you are creating a type qualifier for an entity or a person, click the + icon and enter the new type qualifier in the field that appears. 

      Note

    If Client Type is Entity, the default Type Qualifier will be Business.
    If Client Type is Person, the default Type Qualifier will be Individual.

  7. Repeat step 6 to add new type qualifiers, if necessary.

      Note

    Click the X icon next to any type qualifier to remove it. To edit a type qualifier, click on the type qualifier and edit it as necessary.

  8. Click the Save changes icon. 
  9. In the Type qualifier field, click the link underneath the field and select the new type qualifier you just added. 
  10. Complete the rest of the fields for the new client and click the Save changes icon. 

Adding a Client Type Qualifier in the Account Settings

To add a client type qualifier:

  1. Sign in to the SmartVault Portal.
  2. Go to Account Settings > Manage Account > Client Types
  3. Whether you are creating a type qualifier for an entity or a person, click the + icon and enter the new type qualifier in the field that appears. 
  4. Repeat step 6 to add new type qualifiers, if necessary.

      Note

    Click the X icon next to any type qualifier to remove it. To edit a type qualifier, click on the type qualifier and edit it as necessary.

  5. Click the Save changes icon. 
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