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A
abigailt
Level 1
January 18, 2024
Discussion ongoing

export individual partner data to excel

Related products:Lacerte
  • January 18, 2024
  • 1 reply
  • 0 views

I would like to export (screen 7) partner information data from the partnership module in Lacerte to Excel.

1 reply

A
Anonymous
February 1, 2024

Thanks for the idea for the ability to export screen 7 partner information to excel. We are changing the status to "Open for voting".

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.

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