The Client Report Name option allows you to create multiple Client Report Name Formats for the packages created by your package templates.
- Click on the Client Report Name option
- Click Add to create a new Client Report Name Format, or highlight an existing Client Report Name Format and click edit to make changes
- 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
- Click Save