POPULATING DATA FROM THE CLIENT’S CONTACT CARD
...
Use the New Account button from the CRM menu to load the basics for a client – name, address. [View list of fields here] It will not load the detailed financials, investment profile, product knowledge or affiliation information for a specific registration that is part of the new Client Account Form and the Account Wizard 2.0. This is best used when you have a brand new client (one for whom you have never entered a transaction into the wizard). You can enter the basics in the contact card and then use it to populate the client’s first account wizard transaction.
Note: *Best Practice for Existing Registration Types*
...