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:
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
- Individual/Family Based
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.