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dafult salutation for entities

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dafult salutation for entities

snootsdad

In the individual module, when emailing a client the program picks up the first name of the taxpayer field and starts the email with "Dear" (clients first name).

In all the entity modules (partnership, s-corp, c-corp, trust, fiduciary, estate, exempt org & gift)  the email just says "Dear Client".  It doesn't pick up any name information from the client information data.  When dealing with client with several entities, they don't know which EIN/zip combination to use.  If the email would default to the name of the entity in the salutation.  It would save the preparers and taxpayers a lot of calls of, which number do I use for the password.

Thanks for the idea to auto-populate entity client information when emailing a client (like individual). We are changing the status to "Open for voting" since it is longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to auto-populate entity client information when emailing a client (like individual). We are changing the status to "Open for voting" since it is longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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