Export from Lacerte

[scoleman43]

I am trying to export Cooperate Client information to a CSV file. I need the information in Primary Contact field but I don't see it as an available option. I see the phone number and email but no primary contact name. Where can I find the Primary Contact information when exporting to a CSV?

[George4Tacks]

In Screen 1, right above your firm number is "Custom Filter." Put anything you want in that and it can be put in your export. I your case, use it for Responsible Party.

Long ago, it was something specific and useful, like Promise Date, but then the "improved" the program and it's functionality went away (sort of.)

[scoleman43]

Thanks for the reply. Can you post a screen shot of where to find the "Custom Filter" field in Lacerte. I looked everywhere but can't find it. I know how to create a custom filter, but I don't see a custom filter field.

[George4Tacks]

[scoleman43]

Thank you again for sending for the information. The Custom Filter field is an option, but I would have to manually re-enter the primary contact information for over 1000 clients which defeats the purpose of already having the data in the export. It makes no sense that every field under the "Name and Number" section for Corporate accounts is available to export except for "Primary Contact".