Clyde1
Level 1
02-15-2026
05:05 PM
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Level 11
02-15-2026
07:31 PM
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The way I do it, is pretty simple. On the top bar I hit FILE>>>>>>>SAVEAS>>>>> then choose the name i want it to be. then go back to homebase and delete the file/return I don't like anymore.
I'm always afraid I'll screw-up changing the actual file name because I worry about the correct ending.
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Level 15
02-16-2026
08:58 AM
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In a regular Homebase view (not the EFTab), highlight the client and right click, choose RENAME.
Using Save As will leave you with 2 files, and a duplicate SSN message in the EFTab
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