From the Summary of the file, section Person References
Step 1: Click on "Add" a caseworker.
Step 2: Select the "Person" view and then the "Client" filter. Select a client.
Step 3: Assign him the role of client *This is a temporary action*.
Step 4: Change the role of the initial client to "For the attention of".
**Repeat steps 1 through 4 for all of your client's open matters before proceeding to step 5**.
Step 5: Click on the "Caseworkers" tab of your matter. Double click on your initial client. You will find yourself in the person's record.
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Step 6: Click on the "Client record" icon and change its number.
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Step 7: Go back to the "Summary" of the matter in the "References" section.
Step 8: Delete the temporary client by clicking on the X.
Step 9: Reassign the Client role to your original client.
Step 10: Save your changes with the green check mark.
Note: This manipulation should also be done on closed folders.
Results:
The client number is changed
The client number of the matters is changed