Duke12
Level 1
02-05-2020
12:18 PM
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gary1861
Level 4
02-05-2020
12:42 PM
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I do it by right clicking on the client in Homebase, then selecting Rename. I usually don't need to change the path, so I just enter the new file name, but since the current path is showing, I would think that you could change that as well.
Level 15
02-05-2020
01:25 PM
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Even if you can change path and file name, why would you want to. Users of PS cause a lot of problems for themselves by changing defaults. Have been using PS for 20+ years, and I neve had the need to change default file locations. I do change file names occasional (amended, filing status change etc.)
Mandee
Level 1
01-09-2023
10:57 AM
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Open the client file and click on "File" and Save As" and make sure the path is correct and save it with the correct path.