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.
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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