State48Native
Level 1
01-17-2022
01:52 PM
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We are trying to create a letter and we'd like to add the primary contact as part of the salutation line.We are unable to find that as a keyword to insert.
Please help!
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Level 8
02-03-2022
01:46 AM
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Try PARTNERNAME
The K-1 letter template uses PARTNERNAMES (plural), but the singular is available in keywords.
If it generates one for every partner, can you just selectively print the one you want to use?
Other than that, create a post on the Lacerte Tax Idea Exchange and pander for 50 upvotes. 🙂
Good luck!
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