Re-index client information for an engagement

You may want to re-index client information in Engagement Manager for a number of reasons, including when:
  • An engagement was added or converted for the wrong client.
  • A client was involved in a merger or acquisition.
  • You've changed a client's name in your time and billing application and you use GoFileRoom Lookup List Sync to bring in client names and numbers.
Follow these steps to re-index the client name and number for an engagement.
  1. Sign in to Engagement Manager, select
    Actions
    for the engagement you want to re-index, then
    Re-index Client Information
    .
  2. Select the client you want to re-index, then
    Next
    .
  3. Mark the
    Yes
    checkbox and select
    Complete
    .
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