Changing the solicitor of a donation

Step 1 Search the donor in the Relationships Tab

Search by any of the fields available and click the donor’s name.

Step 2 Click on the ‘paper’ icon under Donations

Step 3 Select Change Solicitor


Step 4 Search for a new solicitor

Select and search the new solicitor, the new team or remove the current solicitor.

Step 5 Confirm Change

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