Add Engagement screen is wrong
If you do not use the default indexes, Engagement Manager may not display client information properly in the Add Engagement screen, and may display error messages when trying to work in invalid clients
Engagement Binders must use the default index values in the Clients drawer in GoFileRoom listed here.
Index name | Index type | Notes |
|---|---|---|
Client Name | Lookup | Linked to Client Number |
Client Number | Lookup | Linked to Client Name |
File Section | Dropdown | Parent Value: this is the Engagement Type in Engagement Manager |
Document Type | Dropdown | Child value: defaults to Workpapers for any document in an Engagement. |
Description | Text | None |
Period | Dropdown | MM/DD format |
Year | Dropdown | YYYY format |
Document Date | Date | MM/DD/YYYY format |
