Reverse Autofill

IMPORTANT WARNING: Do Not Delete Applicant/Beneficiary/Other Roles Names with Reverse Autofill Enabled

🚨 Critical Note for Users: If the Reverse Autofill option is enabled (indicated by the pink/fuchsia-highlighted toggle at the top left of the form), do not delete or leave blank the Applicant/Beneficiary name fields.

Why This Matters

When Reverse Autofill is enabled, any changes made in the form automatically sync back to the corresponding contact record in Prima. If a name is deleted or left blank in the form while this feature is turned on, the contact’s name will also be erased in the Prima database. This can cause several critical issues:

• The contact will no longer have a name in the system, making it difficult to search for, retrieve, or manage.
• Users may mistakenly think the contact does not exist, leading to unnecessary duplication.
• Other users working on the case might be unable to identify the correct contact, causing confusion and inefficiencies.

How to Prevent This Issue

✅ Before deleting or modifying names in a form, check whether Reverse Autofill is enabled:

• If the toggle is pink/fuchsia, Reverse Autofill is ON.
• If the toggle is green, Reverse Autofill is OFF.

🚫 If Reverse Autofill is ON, do NOT leave the name field blank. Instead, deactivate Reverse Autofill first by toggling the switch to green before making changes to the contact’s name. This ensures that the original contact record remains intact.

Send data into your contact database by simply filling your forms.

Reverse Autofill is one of the premier features of Prima.Law that sets it apart from the competition.

Few forms providers have even attempted to provide this essential feature and database technology has recently advanced to even make it possible.

Now, when reverse autofill is enabled in the form viewer, the data you enter into the form will be populated into the client database.

• Enable the reverse autofill feature inside the form viewer:
• And type information into the fields that are outlined in purple.
• The fields that are highlighted in purple are those that store information on the contact profile page (aka database).
• When you type information into these fields, it will send that information to the contact profile page.
• Then, if you want to use this information to autofill forms, you can do one of three things
  • 1.  Select a contact to fill the role on the form and the updated information will be used for autofill
  • 2. On an individual form click “Autofill” to re-autofill that particular form.
  • 3. On the forms tab, select the “Autofill All” button to re-autofill the forms in that case.