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S
State48Native
Level 1
January 17, 2022
Question

Can you add "primary contact" to a Database report Letter for Partnerships?

  • January 17, 2022
  • 1 reply
  • 3 views

We are trying to create a letter and we'd like to add the primary contact as part of the salutation line.We are unable to find that as a keyword to insert.  
Please help!

This topic has been closed for replies.

1 reply

K
KarlIntuit Community Champion
Intuit Community Champion
February 3, 2022

Try PARTNERNAME

The K-1 letter template uses PARTNERNAMES (plural), but the singular is available in keywords.

If it generates one for every partner, can you just selectively print the one you want to use?

Other than that, create a post on the Lacerte Tax Idea Exchange and pander for 50 upvotes.  🙂

Good luck!

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
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