Field Mapping Screen

There are a lot of features available on the field mapping screen. The primary feature is to map one field to another. On the left-hand side of the screen is a list of the fields in Quik! (column 1) and their corresponding mapped field to the database (column 2). On the right-hand side of the screen is a list of the fields available from the database (column 1) and a sample client's data (column 2).

To Map Fields

Either:

Click the Quik! field on the left and then double-click the database field on the right.
Click and hold the database field on the right and DRAG it to the corresponding Quik! field on the left.

To Clear A Mapped Field

To clear a field mapping double-click the Quik! field name in the left-hand box.

To Reset Field Mappings

If you made changes to the mapping that you want to cancel without closing the screen, you can click the Reset button and all your changes will be dropped and the mapping will be restored to what it was when you loaded this page.

To Restore The "Factory" Default Mapping

Quik! has a default mapping for each data source ("Factory" Default). If you wish to restore the default mapping, click the Defaults button. If you're not happy with the defaults and want to restore your last saved settings, click the Reset button or click Cancel without saving your changes.

To Save A Data Map

Once you modify your field mapping, you can save the mapping as a file that can be shared with other users on other PCs and used to map additional data source connections that have the same field structure. For example, if you export data from another system and create one export file per advisor, then you only need map the first file, save the map and then load the map for the other files when you create their connections.

To save your map, click the Save Map button and follow the prompts to save your mapping file. If you intend to share the map with other users on other PCs, consider saving the file to a network drive location. By default the file is saved in the following location: C:\Documents and Settings\<USERNAME>\Application Data\QuikFormsLibrary\System\UserDefinedMaps*.map

To Load A Data Map

If you save a data map to make mapping fields for your datasource(s) easier, then you can load the data map by clicking the Load Map button and selecting your saved data map.

To See A Different Client Record

When mapping fields it may be helpful to see what data is actually being stored in a given database field. If the client record that is currently displayed doesn't fill the data for a particular field, change the record to a different client. You can change the displayed client by either moving the slider bar or selecting a specific client from the drop-down list.

To Search For Fields

While mapping fields it may be easier to do the mapping by searching for specific fields in either the Quik! Field List or the Data Source Field List. Simply type in a search word and click the Search button. You can also sort on any of the columns. Once you're done searching, clear the keyword box and click search again. NOTE: DON'T CLICK RESET. If you click the Reset button any fields you just mapped will be cleared.

To save your data mapping changes, click the Save button. Or to close the screen without saving anything, click the Cancel button. Clicking "Cancel" will prompt you to save your changes (in case you clicked Cancel by mistake).

The Quik! Data Field (Column) Names

System Name	Description
Age	Age
Citizenship	Citizenship Country
DriverLicenseIDNumber	Identification Document Number
DriverLicenseIDCountry	Identification Document Country
DriverLicenseIDExpire	Identification Document Expiration Date
DriverLicenseIDIssueDate	Identification Document Issuance Date
DriverLicenseIDState	Identification Document State
DateOfBirth	Date of Birth
FirstName	First Name
FullName	Full Name
FullNameReverse	Reverse Full Name
Gender	Gender
GovtIDNumber	Identification Document Number
GovtIDCountry	Identification Document Country
GovtIDExpire	Identification Document Expiration Date
GovtIDIssueDate	Identification Document Issuance Date
GovtIDState	Identification Document State
Govt2IDNumber	Identification Document Number
Govt2IDCountry	Identification Document Country
Govt2IDExpire	Identification Document Expiration Date
Govt2IDIssueDate	Identification Document Issuance Date
Govt2IDState	Identification Document State
LastName	Last Name
MaidenName	Maiden Name
MaritalStatus	Marital Status
MiddleName	Middle Name
Prefix	Name Prefix (Mr., Mrs., etc)
Smoker	Smoker
SocSecNumber	Soc Sec Number
Suffix	Suffix
TaxID	Tax ID if owner is a corporation, trust or other non-person entity
Employer	Employer or company name
OfficeAddrLine1	Address Line 1
OfficeAddrAllLines	Address All Lines
OfficeAddrLine2	Address Line 2
OfficeAddrLine3	Address Line 3
OfficeAddrLine4	Address Line 4 (not included in Addr123)
OfficeAddrCity	Address City
OfficeCityStateZip	City State Zip combined together
OfficeCountry	Country
OfficeCounty	County or Province
OfficeEmailAddr	Email Address
OfficeFax	Fax
OfficeForeignRoute	Foreign routing or postal code
OfficeFullAddr	All address lines combined together
OfficeMobile	Mobile
OfficePhone	Phone
OfficePhoneExtension	Phone Extension
OfficeAddrState	Address State
OfficeAddrZip	Address Zip
Occupation	Occupation is the client's profession
YearsEmployed	Years employed by employer
Title	Client's position or title in their profession
HomeAddrLine1	Address Line 1
HomeAddrAllLines	Address All Lines
HomeAddrLine2	Address Line 2
HomeAddrLine3	Address Line 3
HomeAddrLine4	Address Line 4 (not included in Addr123)
HomeAddrCity	Address City
HomeCityStateZip	City State Zip combined together
HomeCountry	Country
HomeCounty	County or Province
HomeEmailAddr	Email Address
HomeFax	Fax
HomeForeignRoute	Foreign routing or postal code
HomeFullAddr	All address lines combined together
HomeMobile	Mobile
HomePhone	Phone
HomePhoneExtension	Phone Extension
HomeAddrState	Address State
HomeAddrZip	Address Zip
MailingAddrLine1	Address Line 1
MailingAddrAllLines	Address All Lines
MailingAddrLine2	Address Line 2
MailingAddrLine3	Address Line 3
MailingAddrLine4	Address Line 4 (not included in Addr123)
MailingAddrCity	Address City
MailingCityStateZip	City State Zip combined together
MailingCountry	Country
MailingCounty	County or Province
MailingEmailAddr	Email Address
MailingFax	Fax
MailingForeignRoute	Foreign routing or postal code
MailingFullAddr	All address lines combined together
MailingMobile	Mobile
MailingPhone	Phone
MailingPhoneExtension	Phone Extension
MailingAddrState	Address State
MailingAddrZip	Address Zip
CashAvailableAmtHigh	Actual or top-end amount in range
CashAvailableAmtLow	Low-end amount
DividendIncomeAmtHigh	Actual or top-end amount in range
DividendIncomeAmtLow	Low-end amount
FederalTaxBracket	Federal Tax Bracket
IncomeAmtHigh	Actual or top-end amount in range
IncomeAmtLow	Low-end amount
InterestIncomeAmtHigh	Actual or top-end amount in range
InterestIncomeAmtLow	Low-end amount
InvestableAssetsAmtHigh	Actual or top-end amount in range
InvestableAssetsAmtLow	Low-end amount
LiquidAssetsAmtHigh	Actual or top-end amount in range
LiquidAssetsAmtLow	Low-end amount
NetWorthAmtHigh	Actual or top-end amount in range
NetWorthAmtLow	Low-end amount
PortfolioObj	Porftolio or Investment Objective
PortfolioObjRank	Porftolio or Investment Objective Rank
PortfolioTimeHoriz	Portfolio or Investment Time Horizon
RealEstateAssetsAmtHigh	Actual or top-end amount in range
RealEstateAssetsAmtLow	Low-end amount
RiskTolerance	Risk Tolerance
StateTaxBracket	State Tax Bracket
AccountNumber	Account Number
AccountState	Account state
AccountRegistration	Account Registration or Title
AccountRegistrationLine2	Account Registration or Title Line 2
TaxState	Tax State is the state the client is taxed in for this account
TaxFilingStatus	Single, Married

[LEGACY] Quik! Transaction Manager

Field Mapping