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Quik! Forms Setup

Integration Name:

Quik!

Integration Type:

Form Filling Software

Setting up the integration:

In order to set up your integration between Quik! Forms and Redtail, you'll need to connect your Quik! Forms Library to Redtail.

Quik! has a post that will walk you through setting this up (the setup is on their end).  You can see those instructions here.

Integration functionality:

Once you've set the integration up, you can then send contacts to Quik!.  To do so, go to the contact's record you'd like to send and click their Common Tasks icon:

 

comtas14.jpg

 

Then, select Send to QuikForms:

 

 

Noteif you send a Family Head to Quik! Forms, it will also include much of their Spouse's information as well as information on other contacts linked to them via their Family section in Redtail.  That spousal and family data is listed at the bottom of the list below.

 

What data does Redtail include in this Send to Quik! Forms for all records?

  • Client First Name — (entered in a client's Basic Information section in Redtail)
  • Client Last Name — (entered in a client's Basic Information section in Redtail)
  • Client Middle Name — (entered in a client's Basic Information section in Redtail)
  • Client Employer Name — (entered in a client's Basic Information section in Redtail)
  • Client SSN — (entered in a client's Contact Details section in Redtail)
  • Client DOB — (entered in a client's Contact Details section in Redtail)
  • Client Marital Status — (entered in a client's Contact Details section in Redtail)
  • Client Gender — (entered in a client's Contact Details section in Redtail)
  • Client Home Fax — (entered in a client's Contact Card section in Redtail)
  • Client Home Phone  — (entered in a client's Contact Card section in Redtail)
  • Client Street Address  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client Apartment  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client City  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client State  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client Zip Code  — (entered in a client's Contact Card section in Redtail) pulls Home Address 
  • Client Employer Address  — (entered in a client's Contact Card section in Redtail) pulls Work Address
  • Client Employer Suite  — (entered in a client's Contact Card section in Redtail) pulls Work Address line 2.
  • Client Employer City  — (entered in a client's Contact Card section in Redtail) pulls Work Address 
  • Client Employer State  — (entered in a client's Contact Card section in Redtail) pulls Work Address 
  • Client Employer Zip  — (entered in a client's Contact Card section in Redtail) pulls Work Address 
  • Client Employer Fax  — (entered in a client's Contact Card section in Redtail) pulls Work Fax
  • Client Employer Phone  — (entered in a client's Contact Card section in Redtail) pulls Work Phone
  • Client Employer Phone Ext  — (entered in a client's Contact Card section in Redtail) pulls Work Phone Extension
  • Client Occupation — (entered in the Employment Information section under Know Your Client for a record)
  • Client Email  — (entered in a client's Contact Card section in Redtail) pulls Email 1
  • Client Govt. ID — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls Driver's License #
  • Client Govt. ID State  — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls DL State
  • Smoker — (entered in the Health Information section under Know Your Clientfor a record) pulls True or False
  • Client Federal Tax Bracket — (entered in the Estimated Tax Information section under Know Your Client for a record) pulls Est. Tax Bracket
 
If you Send to Quik! Forms from a Family Head's record, in addition to the above data, the below data will be included in the send as well:
 
Spousal Information:
  • Client First Name — (entered in a client's Basic Information section in Redtail)
  • Client Last Name — (entered in a client's Basic Information section in Redtail)
  • Client Middle Name — (entered in a client's Basic Information section in Redtail)
  • Client Employer Name — (entered in a client's Basic Information section in Redtail)
  • Client SSN — (entered in a client's Contact Details section in Redtail)
  • Client DOB — (entered in a client's Contact Details section in Redtail)
  • Client Gender — (entered in a client's Contact Details section in Redtail)
  • Client Marital Status — (entered in a client's Contact Details section in Redtail)
  • Client Home Phone  — (entered in a client's Contact Card section in Redtail)
  • Smoker — (entered in the Health Information section under Know Your Client for a record) pulls True or False
  • Client Employer Address  — (entered in a client's Contact Card section in Redtail) pulls Work Address
  • Client Employer Suite  — (entered in a client's Contact Card section in Redtail) pulls Work Address line 2.
  • Client Employer City  — (entered in a client's Contact Card section in Redtail) pulls Work Address 
  • Client Employer State  — (entered in a client's Contact Card section in Redtail) pulls Work Address 
  • Client Employer Zip  — (entered in a client's Contact Card section in Redtail) pulls Work Address 
  • Client Employer Fax  — (entered in a client's Contact Card section in Redtail) pulls Work Fax
  • Client Employer Phone  — (entered in a client's Contact Card section in Redtail) pulls Work Phone
  • Client Employer Phone Ext  — (entered in a client's Contact Card section in Redtail) pulls Work Phone Extension
  • Client Occupation — (entered in the Employment Information section under Know Your Client for a record)
  • Client Email  — (entered in a client's Contact Card section in Redtail) pulls Email 1
  • Client Govt. ID — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls Driver's License #
  • Client Govt. ID State  — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls DL State
  • Client Federal Tax Bracket — (entered in the Estimated Tax Information section under Know Your Client for a record) pulls Est. Tax Bracket
Family InformationNote: the below information will be sent for each contact listed in the Family Head's Family section, other than the spouse, who is covered above:
 
  • Client First Name — (entered in a client's Basic Information section in Redtail)
  • Client Last Name — (entered in a client's Basic Information section in Redtail)
  • Client Middle Name — (entered in a client's Basic Information section in Redtail)
  • Client Employer Name — (entered in a client's Basic Information section in Redtail)
  • Client Occupation — (entered in the Employment Information section under Know Your Client for a record)
  • Client SSN — (entered in a client's Contact Details section in Redtail)
  • Client DOB — (entered in a client's Contact Details section in Redtail)
  • Client Gender — (entered in a client's Contact Details section in Redtail)
  • Client Marital Status — (entered in a client's Contact Details section in Redtail)
  • Client Govt. ID — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls Driver's License #
  • Client Govt. ID State  — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls DL State
  • Smoker — (entered in the Health Information section under Know Your Client for a record) pulls True or False
  • Client Street Address  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client Apartment  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client City  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client State  — (entered in a client's Contact Card section in Redtail) pulls Home Address
  • Client Zip Code  — (entered in a client's Contact Card section in Redtail) pulls Home Address 
  • Client Federal Tax Bracket — (entered in the Estimated Tax Information section under Know Your Client for a record) pulls Est. Tax Bracket

Quik! resources:

Quik! Website

If you are looking for more Form Filling Software, click here!

 

 

 

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