We have to make a change with an assigned solicitor for a number of constituent records. We need to change/update the Solicitor Type and Date To fields. Can this easily be done with IOM?
I see that there is the ability to match on solicitor in the profile editor:
But when trying to select a name field in the profile one is not available. If there were one available would this then update all entries for the constituent where the solicitors name was present?
Please advise on the best way tackle this.