Export from Lacerte

Forum|Forum|3 years ago
November 19, 2022
1 reply
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I am trying to export Cooperate Client information to a CSV file. I need the information in Primary Contact field but I don't see it as an available option. I see the phone number and email but no primary contact name. Where can I find the Primary Contact information when exporting to a CSV?

Lacerte Tax

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George4Tacks

Level 15

In Screen 1, right above your firm number is "Custom Filter." Put anything you want in that and it can be put in your export. I your case, use it for Responsible Party.

Long ago, it was something specific and useful, like Promise Date, but then the "improved" the program and it's functionality went away (sort of.)

Answers are easy. Questions are hard!

S

scoleman43Author

Level 2

Thanks for the reply. Can you post a screen shot of where to find the "Custom Filter" field in Lacerte. I looked everywhere but can't find it. I know how to create a custom filter, but I don't see a custom filter field.

George4Tacks

Level 15

Answers are easy. Questions are hard!

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