This article applies to:

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.

note

You need to have the Re-index Client Information security permission enabled for your account to complete these steps.

Sign in to Engagement Manager, select Actions
for the engagement you want to re-index, then Re-index Client Information
.

Select the client you want to re-index, then Next
.

Mark the Yes
checkbox and select Complete
.

note

To turn on the Re-index Client Information
feature, engagement binders need to be in an unfinalized state.