I have 2 questions regarding Client checklist:
Is there a way to add client last name to checklist letter? Such as Dear Bob Jones. Currently is just says Dear Bob.
Is there a way to batch print client checklists to PDF's? I would like to have filename to be saved in a similar format to tax returns and organizers Last4name+last4SS. It is possible to print client by client, Buy I want to print all clients to PDF and not spend an afternoon on it.