Overview
You can edit the client reference on an Engage request until it is marked as reviewed. The change also updates the client reference on the linked contact, so the two stay in sync.
Where you will see this
On the request page, in the client card, next to Client reference.
How to edit the client reference
Go to Engage → Individuals and open the request.
In the client card, select Edit next to Client reference.
Enter the new reference in the Client reference field.
Select Save.
What happens next
The new reference shows in the client card straight away.
The client reference on the linked contact updates to match.
Important information
You can edit the client reference while a request is Created, Sent, In progress or Ready for review. Once it is marked as reviewed, Edit no longer shows.
To change the client reference on a reviewed request, contact our Support team.