Understanding Clients, Client Types, and Type Qualifiers


When adding clients to SmartVault, you specify the client type and type qualifier. The client type and type qualifier help you organize your clients. 

If you have your View Preferences set to "2020 New View", you will see the following screen when adding a client.

You can assign the client type and add or edit type qualifiers. For more information, see Adding Client Type Qualifiers

Client Types

There are two client types: Entity (organization) and Person. This determines the folder structure SmartVault automatically assigns to this client. 

Type Qualifiers

The type qualifier lets you organize the client type into further 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.

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