Product: ImportOmatic
Description: This solution discusses how to import assigned solicitors
Environment: All
Version: All
Answer:
In the data file, you will need the solicitor's constituent ID, RE User Name, Import ID, or System ID - IOM does not search for solicitors using First and Last Name.
All the fields for the solicitor are found under the Record Type = Assigned Solicitor.
You can import more than one solicitor, including updating an existing solicitor, using the relationship group number column. Use this column to group the pieces for the assigned solicitor relationship together.
Go to Assigned Solicitor in the left side navigation pane, and choose whether to match to an existing solicitor, or always add new.
Please use the following link to locate the ImportOmatic User Guide for additional information.
Description: This solution discusses how to import assigned solicitors
Environment: All
Version: All
Answer:
In the data file, you will need the solicitor's constituent ID, RE User Name, Import ID, or System ID - IOM does not search for solicitors using First and Last Name.
All the fields for the solicitor are found under the Record Type = Assigned Solicitor.
You can import more than one solicitor, including updating an existing solicitor, using the relationship group number column. Use this column to group the pieces for the assigned solicitor relationship together.
Go to Assigned Solicitor in the left side navigation pane, and choose whether to match to an existing solicitor, or always add new.
Please use the following link to locate the ImportOmatic User Guide for additional information.