Comment
Level 1

Not being able to customize the pdf name is so inconvenient.  When pdf automatically have the client number at the beginning of the pdf name clients are sorted by automatically assigned numbers and they are not in alphabetical order and makes life difficult!

PLEASE consider this option and implement it prior to the start of this upcoming tax season.  

When I did a search on this I found this issue in 2020.  This is not a new request.