Re-indexing the client name and client number for an engagement

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If you have administrative permissions, you can follow these steps to re-index the client name and client number for an engagement.

  1. Click the Engagements button in the navigation pane.
  2. Click the Engagement Administration Engagement Administration button button in the navigation pane.
  3. In the Engagement Administration dialog, click Re-index Client Information and then click OK.
  4. Click the Lookup list button for the Client Name field, choose a client and click OK.
  5. Click OK to proceed with re-indexing and then click Yes to confirm.

Related topic: Engagements overview

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