Once an assigned solicitor relationship is added on a record, the solicitor on the existing assigned solicitor relationship cannot be updated/changed via global changes or imports. To change solicitor assignments for a group of records, the previous assigned solicitors will need to be updated/deleted and then new assigned solicitor relationships added: 
  1. Update the previous assignments by either adding a Date To (end date) and/or Solicitor Type ("former" or "previous") on assigned solicitors or globally deleting the assigned solicitors (Note: Globally deleting assigned solicitors does not remove them from gifts, actions, and proposals where they're already added.)
     
  2. Add the new assignments by globally adding assigned solicitors or import assigned solicitor information.