Client Report Name - SatuitPAC®

The Client Report Name option allows you to create multiple Client Report Name Formats for the packages created by your package templates. 

  1. Click on the Client Report Name option
  2. Click Add to create a new Client Report Name Format, or highlight an existing Client Report Name Format and click edit to make changes
  3. When creating, or editing a Client Report Name Format, use the available fields in SatuitCRM/CRA combined with free text to create the desired naming convention
  4. Click Save
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