You can rename a client case at any time; however, you must first restore your case management preferences to the default setting to do so.

1. In the main menu bar, select File Operations>Open Client to open the Open Client File window.
2. Right-click the client case you want to rename, and select Rename from the menu.
3. Edit the name in the text box, and click Open.
   The client case name is updated in the list.
4. If you want to restore your client list view to EZ-Manage™, reset your case management preferences.

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