kabbabkkg
Level 3
01-30-2020
02:32 PM
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Have a client that changed last name is there a way to change the client file name in proseries.
Thanks
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Just-Lisa-Now-
Level 15
01-30-2020
02:34 PM
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In a Homebase regular view, not the EFCenter, highlight the clients name, right click and choose Rename
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kabbabkkg
Level 3
01-30-2020
02:35 PM
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Thanks
Accountant-Man
Level 13
01-30-2020
03:03 PM
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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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