where is the solictor list

0 votes
31 views
asked Jan 9 in How To by AF
I want to fix and delete solictors where is the place for that ?

1 Answer

answered Jan 9 by Ari
Administration Admin tab on the right side there is a dropdown. Search for Solicitors and you can change the any name or delete names.
commented Jan 9 by AF
THANKS
commented Jan 11 by bismark
  • If you change a name, what happens to charges and payments that have that solicitor?
  • If you change a name does it change in the assigned solicitors list? You would need to visit each and every account?
  • Any chance of working on full blown solictor management ala: https://jlssolutions.com/QA/4396/solicitor-management

Good Shabbos,

--yam

Let's Welcome our New Members

  • moishey of hatzalah of KJ - Apr 09, 2019

  • sbender of Yeshiva Bais Binyomin - Mar 26, 2019

  • blschwartz of Yeshiva Bais Binyomin - Mar 18, 2019

  • Nlink of Yeshiva Bais Binyomin - Mar 18, 2019

  • yachet of Beth Jacob of Boro Park - Mar 13, 2019

  • Shalom of Cong. Noiam Mgodim - Mar 12, 2019

  • mosdosbelz of Mosdos Belz - Mar 11, 2019

  • YosefAltman of Belz LAkewood - Feb 27, 2019

  • mlipschutz of YTT - Feb 19, 2019

...