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- Need PDF Organizers named with Client Name not Client Number
Need PDF Organizers named with Client Name not Client Number
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kendallfinancia
Level 2
01-23-2023
06:59 PM
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The organizers are printing to PDF with the Client No, and searching through all these PDF's is not efficient at all.....I email my clients their PDF and searching through this huge list of PDF's by client number is taking forever!!! where can I change the default PDF name to be a Client Name instead of the Client Number?
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George4Tacks
Level 15
01-23-2023
07:04 PM
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You can't. You can offer the idea for consideration as a product improvement at https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604
Here's wishing you many Happy Returns
