Changing assigned solicitor relationship and adding new
T
Therese Morris
started a topic
about 5 years ago
We are getting a file from our Prospect Research dept that provides us a list of Constituent IDs and solicitors which they initially pull from Raiser's Edge and then modify. They want us to import it back into Raiser's Edge. Some they want to end the relationship and assign a date to. Others they want to change the relationship type. And still others they want to add new solicitor relationships. Adding new should be easy. I think I need to ask them to pull the Import ID on the existing relationship so we can change/end it. Any thoughts/suggestions on how his might work the best? Thanks.
Therese Morris