Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Need PDF Organizers named with Client Name not Client Number
Need PDF Organizers named with Client Name not Client Number
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
kendallfinancia
Level 2
01-23-2023
06:59 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?
Labels
1 Comment 1
George4Tacks
Level 15
01-23-2023
07:04 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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
Answers are easy. Questions are hard!
