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Returning Member

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?