Learn about our newest features and enhancements!
How to Add a Solicitor to a Contact Record
Jessica Mocha 12/10/2021 3:46:00 PM

Adding a solicitor to a contact record will identify who is responsible for communication with the contact. This will prevent confusion and inform others in the organization who is communicating with what contact.

To add a solicitor to a contact record, navigate to the contact summary screen of the contact and click Edit

Next, click on assign contact.

A pop-up will appear for you to search for the contact.

By selecting the contact, they will be assigned as the solicitor of the contact.

Note: if the solicitor toggle is toggled to yes, that does not mean that the contact has a solicitor, but that the contact themselves is a solicitor.



Related Articles

Powered by Powered By CharityEngine