How to change a custodian name after creating a Matter

SYMPTOMS

This article explains how you can adjust a custodian name after the Matter has been created.

CAUSE

Not applicable.

RESOLUTION

Modifying a custodian name needs to be done via the database. Scripts are included in this article that should help you locate the entries that need to be modified. To change or adjust the name of a custodian, run the following scripts. You will need to make slight modifications.

Statement 1. Run the following SQL Statement where #### is the Legal Review Matter Id to identify the Dictionary ID of the custodian to be changed:

SELECT TOP 1000 [Dictionary_Id],[Value] 
FROM [ZyLABLegalReview].[dbo].[M_####_custodian_DICT] 

Statement 2:  Run the following SQL Statement where #### is the Legal Review Matter Id and # is the Dictionary ID for the custodian to be changed:

update [ZyLABLegalReview].[dbo].[M_####_custodian_DICT] 
set Value = 'CorrectedCustodianName' 
where Dictionary_Id = #

APPLIES TO

3.0; 3.1; 3.2; 3.3; 3.4; 3.5; 3.6; 3.7; 3.7 SP1; 3.7 SP2; 3.8; 3.9