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J
JennyJ
Level 3
August 20, 2024
Question

lacerte appointment manager

  • August 20, 2024
  • 1 reply
  • 6 views

Does anyone use the Lacerte appointment manager nor the Lacerte Calendar?  Thoughts?

Is there a way to see those appointments outside of the program?  Like on a mobile app somehow?

This topic has been closed for replies.

1 reply

abctax55
abctax55
Level 15
August 21, 2024

I use it, it's clunky.  And no, there's no mobile app that I'm aware of.

Now that I do so few in-office appointments I'm not as reliant on it.

HumanKind... Be Both
    D
    DatabaseRobertLTUG
    Level 5
    December 1, 2024

    I spent some very small amount of time looking at it a bunch of years ago.  Then in TY 2015 Lacerte encrypted the database files used by the program, and for TY2018 created the ODBC connection to enable users to see & change the data tables and tax detail.

     

    Sadly, the Appointment information is stored in its own table, which is NOT laid bare with an ODBC linkage.

     

    Short version: good luck.

     

    Robert Kirk

    LTUGtools 

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