Hi all - I am struggling with updating the Solicitor on a list of accounts. The plans already exist but the old Solicitor has left the organization, so I need to update the Solicitor for the new employee. I choose the "Update" radio button in Plans Maintenance and then choose my list and new employee as solicitor on the Worker tab, but it just adds another Solicitor so that there are two solicitors, the old employee and the new employee. How do I get it to replace the old Solicitor and not just add another?
Thanks for your expertise!
The only way to remove the old solictor, that I've found, is to have someone with SQL know-how remove them from the back end. There isn't a way to do it through Plans Maintenance.