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Solved! Go to Solution.
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I’m going to go with “Mark” as the taxpayer’s name. In the event it is a gay couple, I’ll go with “Mandy”. As a side note, what do we win if we guess the correct name?
Slava Ukraini!
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Settings > Options > find the tab for Display > Click + on Client Information > Click Spouse First Name > Click the > to add Spouse First Name to the list on the right > Highlight Spouse First Name to move it to the top of the list by clicking Up > Click OK
Now your Clients tab will show the Spouse First Name in the left most column and they will be sorted alphabetically. Type melissa and VOILA! Thar she be!
FYI - to change what is in the left column, just click the desired column and drag it to that position.
Here's wishing you many Happy Returns
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A Boy named Sue comes to mind...
Dan, if you are trying to ask if you can do a search in Lacerte by the first name of the spouse, I don't think so.
edit... then there's "you can call me Ray"
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Here's wishing you many Happy Returns
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I'll go with "John" or "Karen".
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I love guessing games!!!
Would her last name be Benoist?