Changing a vendors solicitor

Lisa
Lisa
  • Updated

The guide below shows you how to change the Vendor’s solicitor without it affecting any other records for that solicitor.

  1. From the Vendor’s record, select the Solicitor tab.
  2. Click on Choose Solicitor
  3. Click Remove Contact against the existing solicitor
  4. On the next page, type in the new solicitor’s name in the search box. If you have not yet created a record for the new solicitor, click Add New Contact and fill in the relevant details
  5. Click Save