Lacerte Appointment Location for Multiple Offices
01/05/09 11:48am PST
Total Views: 1,110
How do you put a location in the space provided in appointments for multiple offices, also, how do you get rid of data not needed
Answer
When editing or creating an Appointment, enter the location for the appointment in the Location field. With multiple offices, you may want to designate a description for each office. For example, if you have offices in San Diego, Los Angeles and San Francisco, then enter SD, LA, SF followed by possibly another description of the location within each office, such as SD - Room A or LA - Preparer's Office. You may enter up to 30 characters in the Location field.
If you mean "get rid of data not needed" as how to remove entries that are already in the Location drop down box, then unfortunately there is not a way to remove the entry in the Location field once added to the list.
