Navigation:  All Entities > All Entities Functions > Solicitor > Solicitor Functions > Create New Solicitor

To create a new Solicitor record, click on .  The Solicitor Detail Window will open in the Main Window. Fill in all the fields that are applicable, remembering that the areas that are in bold are mandatory fields and must be filled in.

 

Note: The greyed fields will either be completed by the system or be accessed later in another section.  For example, the Solicitor ID will be generated automatically by the system.

 

 

•Status: If you do not wish to use the services of a particular Solicitor, make sure you have selected Inactive.

•Status Note: Additional information about the Solicitor status is entered here if necessary.

•Solicitor Since: Choose a date from the date picker of when the services of the Solicitor commenced.

•Short Name: This will assist with the search and retrieval for Solicitor information.  This should be something simple and logical.

 

Click to Save all data.