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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...
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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 cre...
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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 s...
