Solicitors

 

Data Entry Page:

 

The Solicitor data entry is accessed from the solicitors panel, or when adding or editing an account as part of the New Account Wizard.

 

An account may be assigned solicitors for specific campaigns.

 

 

Field Name	Description
Person	If the solicitor is assigned to only one person on the account, select the person from the list.
Campaign Code	Select the campaign for which the solicitor is being assigned to the account.   If the solicitor is being assigned as the general default solicitor for the account, select the Primary Campaign One campaign code may be marked as a primary campaign for solicitor assignment purposes. A new campaign code may be created for this purpose, such as PRIM. There is a system setting that must be updated with the campaign that will be designated as the primary campaign. (Contact your DDC rep if this has not been configured). If an account has a solicitor assigned for the campaign that is marked as the primary campaign, it will serve as the default solicitor for the account. The solicitor is referred as the Primary Solicitor..
Solicitor ID	Select the solicitor to be assigned for the selected campaign.
Campaign Sub Code	If the solicitor is being assigned for a sub-categorization of the campaign, select the sub-code.
Year	If the solicitor is being assigned to the account for a specific campaign id only, for one year of the campaign, enter the year. If the solicitor is being assigned for the selected campaign for all years, leave the year field empty.   In the example above, solicitor Jack Green is assigned to the account for the campaign of RAFL for all years. To assign a solicitor for RAFL2015, enter 2015 in the year field.
Solicitor Type	A description of the solicitor type may be selected. It is optional.
Sort	A solicitor sort order may be set, if there are multiple solicitors for a campaign. It will not affect the way solicitors are assigned.
Notes	An internal note regarding the solicitor assignment may be entered.