[Aimon]

Hey Guys,

We all know that you can mark a record as a solicitor and link them to a solicitee in the bottom right of the bio1 tab but is there a way to add this same relationship from the solicitee record? It seems like a pretty basic need so i might just be looking in the wrong place.

Can anyone help me?

Thanks

[Doug Creek]

in the drop down for a new relationship, there's an option for "assigned solicitor", or click "assigned solicitors" and the box changes to "New Assigned Solicitor" automatically...

Doug

[Aimon]

It worked.

Thanks a lot for this. Its great to have such a responsive community.

Cheers

Simon

[ccooperlol]

You can setup a solicitor in a solicitee's record through the relationships tab. In the left window, select Assigned Solicitors, then click "New Assigned Solicitor". You will then search for the solicitor by name and the solicitor relationship will be established. If you want to bulk this, there is always the global add, type: solicitor. That's easier than importing the solicitor link into constituent records.