All assigned solicitors are present in the drop-down with their Date From and Date To dates present. If it's desired to remove an assigned solicitor entirely, then the Assigned Solicitor relationship must be deleted. (Note: Deleting the assigned solicitor relationship will not remove the solicitor already added on existing gifts, actions, and proposal on that constituent's record.)
  1. Open the desired constituent record.
  2. Click on the Relationships tab.
  3. Highlight Assigned Solicitor on the left.
  4. Highlight the assigned solicitor to delete.
  5. Click Delete at the top.
  6. Optionally, repeat steps 3 through 5 for each additional assigned solicitor to delete.
  7. Click Save and Close on the constituent record.