How to Export: Primary Contact, Promise Date

Forum|Forum|5 years ago
August 17, 2020
1 reply
11 views

We are looking for some unused text field to store data for our use in Lacerte and that we can export for other uses (mostly sorting for mailings).

There are two fields, Primary Contact and Promise Date, that I have been unable to find in the Export configuration and hoping that they are just tagged with a different name like the "Designee" field in Misc which appears to be "Third Party Designee" in the export.

Regarding Promise Date, is there any functionality surrounding this and specifically will this get reset when running Proforma next season.

Lacerte Tax

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George4Tacks

Level 15

Those seem to be dead fields. Lacerte used to have a functionality for those about a decade ago. They eliminate that very useful feature, but left the fields.
Custom Filter is another that exists, but has no currently functionality.

Answers are easy. Questions are hard!

S

steven11_2Author

Level 5

@George4TacksThanks for the info, but being able to export them is more important than the functionality. I did find the Custom filter in the Miscellaneous section, but could use some of the other "text" blocks too.

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