Transferring Assigned Solicitors
Hi! Does anyone know if there is a way to transfer a constituents assigned solicitor to a new solicitor? Rather than manually or doing a global update, looking to see if there is something more streamline.
Comments
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@Alex Bloomer What's more streamlined than a global update? Regardless of what method you use, you would have to create a query of the records you would want to change, and at that point, you might as well do the global change. I'm sure you could perhaps do an import, but I would imagine it would take a lot more time than the global change.
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@Dariel Dixon Haha thank you, I guess you're right. I was looing to see if there was some magic button, but it seems like a global update is the way to go.
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@Alex Bloomer Welcome to the BB Community forums.
Take care and test a couple records first when making changes to solicitor/fundraiser assignments. They are one of the strange one-to-many beasts in RE. (Mistake early on put same end date for all assignements)
I would check out articles in knowledgebase like this one that talks about what can not be done:
- Knowledgebase Article 112258
How to globally change assigned solicitor
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@Dariel Dixon
I agree Global Update is the best option. To best streamline I'd recommend having your steps saved (export, .csv, import) and having a good process written out.0
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