Need PDF Organizers named with Client Name not Client Number

[kendallfinancial]

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?

[George4Tacks]

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

[DatabaseRobertLTUG]

You cannot from within Lacerte, unless you print only one at a time (in which case the File Save dialog pops up for each one, and you can name it whatever you please (including to its own unique path/storage location, should you choose).

  But if you are printing several, the Client# is the only keyword that Lacerte uses for saving.

I have been asking for 20 years that they enable more keywords across all of their PDF saving, both for Return Copy (review, file, client, government) from the Ctrl+P(rint return) dialog, and Organizers especially.

They have perfectly good keywords INSIDE of the return (used in the Letter) and for the Organizer, use them in the FileName as well.  [TaxYear], type of file (relview, file, client, govx̌t), client last name, spouse last name, entity name, tax module, date (specify format; I use YYYYMMDD), and so on.

  Still no action on this.  Ever.

I resorted to setting an entry in Windows' Tasks to "look in that folder" where we print them to, and if it says "Client Copy" go put it in <that other spot> with <this other filename>.  Still does not get you the ClientName, though, still just the Client#.

Best thing I have found is "dir *.pdf /b > filelist.txt", then in Lacerte do an export of Client # and Client Last Name columns, and use spreadsheet columns to create lines that come out as "ren <source filename, from the 'dir' command you just ran, which includes the Client#> <new path, if you choose>\#, LastName, <what, like 'Client Copy'>, YYYYMMDD.PDF" and run each line for 2000+ files in the directory in a row.  Gives me the Lacerte #, family name, client/gov't, and Date generated in case we have many versions.

  If you prefer to have a safety net, do it as a 'copy' command [so you still have the original in case of mistakes] rather than 'ren'ame.

Robert Kirk

LTUGtools