Lacerte Client Info 1 default for daytime phone number

[MBA_CA]

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?

[George4Tacks]

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.

[juli]

This is my suggestion as well.  Seems like an easy fix for the programmers!

[juli]

Also, the default for new clients should go directly to mobile phone number.

[George4Tacks]

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...