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Need PDF Organizers named with Client Name not Client Number

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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1 Comment 1
Level 15

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