where is the solictor list

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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

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