Adding Client Type Qualifiers

Overview

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

If the client type is a person, 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. See Understanding Clients, Client Types, and Type Qualifiers for more information.

Adding a Client Type Qualifier When Adding a Client

To add a client type qualifier: 

  1. Sign in to the SmartVault Portal.
  2. Click Client Management
    CM_-_Left_pane.png
  3. Click the + Add Client button.

    CM_-_Add_client_button.png

  4. On the Add new client screen, select the type of client you are adding. Person if the client is an individual. The fields on the screen will change dynamically based on this selection.

    Select Entity if your client is a business or organization.

    CM_-_Add_client_Entity.png

    Select Person if the client is an individual.

    CM_-_Add_client_Person.png

  5. Select the Type qualifier. This is a dynamic field based on the type of client selected and allows you to organize the client type into different categories. 

    To add a new type qualifier, click the + icon. 

    CM_-_Add_type_qualifier_symbol.png

    On the Create Client Types modal, click the + Add button corresponding to the type of client you want to create the type qualifier.

    CM_-_Create_client_types.png

    Enter the new Type Qualifier in the field that appears and click Save.

    CM_-_New_type_qualifier.png

      Note

    You can not delete a type qualifier once you have created one, but you can edit it. 

  6. Continue adding the client's information and click Save Client.

    CM_-_Add_client_Person_w_data.png

    Required fields are followed by an asterisk*. 

Adding a Client Type Qualifier in the Account Settings

To add a client type qualifier:

  1. Sign in to the SmartVault Portal.
  2. Click on your initials on the top right.
  3. Click Settings.
    mceclip5.png
  4. Under Manage Account, click Client Types
    mceclip6.png
  5. 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. 
    mceclip2.png
  6. Repeat step 5 to add new type qualifiers, if necessary.

      Note

    You can not delete a type qualifier once you have created one, but you can edit it. To edit a type qualifier, click on it and edit it as necessary.

  7. Click the Save changes icon. 
Was this article helpful?
1 out of 1 found this helpful
...