Lacerte Tax Idea Exchange
Submitted by jknecht on 06-07-2022 09:19 AMI can't get support to open a ticket and this is WRONG. You have added more work to us by putting in [Client Name] about 3 weeks ago....when you should either populate it with the Client Name or remove it.
You should also allow us to choose First Name or Last Name (Family) so it can be personal. Better yet....don't add it until it is working.
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