How to Update an Existing Solicitor (US) or Canvasser (UK) :

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How to Update an Existing Solicitor (US) or Canvasser (UK) Print

Modified on: Tue, Nov 13, 2018 at 10:27 AM

Product: ImportOmatic

Description: This solution describes how to update existing solicitor (US) or canvasser (UK) relationships

Environment: All

Version: All

Answer:

In order to match to an existing solicitor (US) or canvasser (UK) relationship, a selection will need to be made within profile settings for which assigned solicitor/canvasser relationship criteria to match on. The criteria options for matching can be located on the screen shown below within the IOM profile:

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