Comment
01-14-2022
02:39 PM
01-14-2022
02:39 PM
I'm looking for something similar ... a primary phone, primary email option. Even if it's a button we can click on either the tax payer or spouse. Many of our married clients want the primary contact to be the spouse; NOT the primary tax payer. Additionally we have individuals who have their kid as the primary contact.
The absolute best option would be to have a primary contact section that everything pulls from, including Link.
Right now, I have to look through a list each time to change the email to the primary contact since Lacerte defaults to the tax payer.
I searched for this, but can't seem to find a solution. Am I missing something?