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INSZoom - Client Type Options

Client Type Options

Enhanced client type options for Employment-based Foreign Nationals

When creating a new Foreign National profile, one of the mandatory fields is ‘Client Type.’ This picklist has been enhanced with additional options.  

 The new options are:  

  • Student
  • Investor
  • Professional

Click here to see how to Add a client type to a new foreign national record

Adding a client type to a new foreign national record

How to add a client type

When creating a new Foreign National record in INSZoom, the field ‘Client Type’ is mandatory.  Users may select from:

  • Corporate Employee
  • Student
  • Individual/Family Based
  • Investor
  • Professional

Notes:  

The ‘Client Type’ selected upon Foreign National creation will appear on the Foreign National profile page next to the ‘Active/Inactive’ indicator, as well as in the client list view page in a column.  

When any of these options are selected the ‘Corporation field will be optional.  

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