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Level 1
February 19, 2024
Discussion ongoing

Not available - CA ID number displayed on client list

Related products:Lacerte
  • February 19, 2024
  • 1 reply
  • 5 views

working on a project and I need to pull about 200 CA Corporation ID's and LLC ID's but there is no option to pull this information in the client view tab.  I have to go into each client individually and scroll down to get this info.  Would be awesome to have the CA Corporation ID's and LLC ID's pull right into the client view tab. 

1 reply

Level 7
February 19, 2024

Thanks for the idea to have the CA Corporation ID's and LLC ID's pull right into the client view tab.  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 Exchangev


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