steven
Level 5
08-17-2020
02:01 PM
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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.
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