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Screen 1, Client Info, Daytime Phone Number defaults to Work. These days it's nearly always Mobile.
How can I change the program default to Mobile?
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I can not find a setting to change that in the options.
Once you change it in screen 1, it will carry to next year with that same setting.
Answers are easy. Questions are hard!
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This is my suggestion as well. Seems like an easy fix for the programmers!
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Also, the default for new clients should go directly to mobile phone number.
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The process to get a program change is to add it to the Lacerte Idea Exchange. Users then vote on whether they think it a good idea. Lacerte than stares at these ideas and decides which to ignore and which to implement. Generally it is a very slow process to get a program change.
Here is where you can vote on this idea: https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/default-for-daytime-phone-number/i...
Answers are easy. Questions are hard!