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File Name

kabbabkkg
Level 3

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

 

Thanks

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3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

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


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kabbabkkg
Level 3

Thanks 

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Accountant-Man
Level 13

Under menu item File, Client File Maintenance. Or highlight file and right click Rename.

I never knew this before. This would be handy.

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