Product: ActionOmatic
Description: This solution describes how to add or remove a solicitor from an action
Environment: All
Version: All


A solicitor can be managed from either the toolbar or from the right click menu.

To manage a solicitor from the toolbar, highlight the action for which you would like to add or remove a solicitor, and select the Solicitors button. To manage a solicitor from the right click menu, highlight the action, right click and select Edit Solicitors.

To add a solicitor, click the Add button and search for the solicitor in The Raisers Edge.

To remove a solicitor, click the gray box to the left of the solicitor to highlight the row, and hit the Delete key