Level 3

Question

Lacerte Client Info 1 default for daytime phone number

Forum|Forum|6 years ago
March 23, 2020
3 replies
15 views

Screen 1, Client Info, Daytime Phone Number defaults to Work. These days it's nearly always Mobile.

How can I change the program default to Mobile?

Lacerte Tax

This topic has been closed for replies.

Level 15

I can not find a setting to change that in the options.

Once you change it in screen 1, it will carry to next year with that same setting.

Answers are easy. Questions are hard!

Level 3

This is my suggestion as well. Seems like an easy fix for the programmers!

Level 3

Also, the default for new clients should go directly to mobile phone number.

Level 15

The process to get a program change is to add it to the Lacerte Idea Exchange. Users then vote on whether they think it a good idea. Lacerte than stares at these ideas and decides which to ignore and which to implement. Generally it is a very slow process to get a program change.

Here is where you can vote on this idea: https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/default-for-daytime-phone-number/idi-p/233982

Answers are easy. Questions are hard!