In the Client Information tab of Essential Forms when right-clicking on an existing Client/Matter and clicking Rename, after changing the client name, and attempting File>Export Export Client(s)/Matter(s) get an error “Nothing To Export” with the only option to click OK. Go ahead and click the blue refresh arrows on the menu bar (or F5) then, try to File>Export Client(s)/Matter(s) again. If that doesn't work, close and reopen Essential Forms. If the error still persists, pack and reindex databases (below).

Packing and Reindexing Databases

With everyone out of the Essential Forms program (if it's on a network), to pack and reindex the database go ahead and open the program on one workstation.

In the program up on the menu bar click on Configure>Preferences>Database and check both "Pack databases on program launch" and "Reindex databases on program launch", Click "Ok". Close and reopen the program once in that mode. Then, go back in and UNcheck those two boxes in Configure>Preferences>Database and uncheck both: "Pack databases on program launch" and "Reindex databases on program launch, " then click "Ok".

The program attempts to pack and reindex the databases on program launch. If another user is already in the program (or if the program thinks another user is in there), it can't pack and reindex because the databases are presumed open. So if everybody's out of the program, the next user to open it (if they have the switch or the configuration setting in place) will perform the pack and reindex.

If everybody's networked to the same database, only one user needs to successfully perform the pack and reindex in order to fix the problem.

Then, try to File>Export Client(s)/Matter(s) after packing/reindexing the databases.