Skip to main content
Level 1
August 1, 2023
Discussion ongoing

Display primary contact and mobile for non-individual tax client types

Related products:Lacerte
  • August 1, 2023
  • 1 reply
  • 0 views

Sure would help to be able to see the main business owner's name (or trustee's name) and contact number in the main client list display.  I should think it would just be a matter of adding the ability to read from those respective fields.  

This topic has been closed for replies.

1 reply

August 25, 2023

Thanks for the idea to add business owners/trustees name and contact number to the main client list display. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.