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- Display primary contact and mobile for non-individual tax client types
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Display primary contact and mobile for non-individual tax client types
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Display primary contact and mobile for non-individual tax client types
Display primary contact and mobile for non-individual tax client types
Submitted by AmyTerry on 08-01-2023 04:46 PMSure would help to be able to see the main business owner's name (or trustee's name) and contact number in the main client list display. I should think it would just be a matter of adding the ability to read from those respective fields.
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Thanks for the idea to add business owners/trustees name and contact number to the main client list display. We are changing the status to "Open for voting" since it has been around for over 30 days and no 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
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