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kabbabkkg
Level 5
January 30, 2020
Question

File Name

  • January 30, 2020
  • 3 replies
  • 21 views

Have a client that changed last name is there a way to change the client file name in proseries.

 

Thanks

This topic has been closed for replies.

3 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
January 30, 2020

In a Homebase regular view, not the EFCenter, highlight the clients name, right click and choose Rename

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    kabbabkkgAuthor
    Level 5
    January 30, 2020

    Thanks 

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