Prospect Insights - Give the ability to change the solicitor type when ending a solicitor assignment

When we end solicitor assignments, we change the type to former. This is needed for reporting. It would be great if there was the option to change the solicitor type when ending the assignment.

  • Jennifer Briganti
  • Jul 12 2024
  • Reviewed: Voting Open
Prospect Insights
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  • Sharley LaMora commented
    01 Oct 18:10

    Agreed. Also, allow filtering to Active Solicitors. RE is an old database so naturally it collects inactive data, like former solicitors, which CANNOT be removed from the system due to their presence in the RE records. Therefore It's a conundrum that NXT needs to build into its logic. Turn off inactive Solicitors, appeals, funds, etc.

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