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Ticket:  495  Created: 6/29/2018 2:15 PM
 
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Name:   Louise Daniels, EHL Group    
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Visible to Requestor Comment User Time
Select Ok have set to Solicitors Practice for now Lean Software 7/2/2018 2:33:43 PM
Select I think this is the best solution, If this is a lengthy job would a short term solution be to go with your idea of pre-setting the choice to Solicitors Practise.. or a prompt to ask the user to make a filter choice between individual or not? I'm guessing if its going live on Wed .. it would be a bit of a pain to put a temp solution in and then make the bigger change at a later date? Louise Daniels, EHL Group 6/29/2018 4:37:40 PM
Select I would agree, I can do this yes, not a quick fix, I would need to carefully build some SQL to do this. Perhaps a days work in total - existig data wil need to be updated for all existing matters as well as changing the main entity type for existing entities. Lean Software 6/29/2018 3:50:59 PM
Select I think it would be best to have one category encompassing solicitors rather than splitting it between sole practitioners and larger organisations. Is it possible to merge to the 2 categories and just have one category "Solicitors" Louise Daniels, EHL Group 6/29/2018 3:37:55 PM
Select Hi, yes, the trouble is only one Contact type can be specified as teh default, EHL have two solicitor types 'Solicitor Individual' and 'Solicitors Practice'. If you can tell me the preferred I can set for you. Lean Software 6/29/2018 3:21:31 PM
Select Sellers Solicitor - Find Entity .. the following "Find Entity/2 window the "Type" filter doesn't automatically filter to "solicitor" Louise Daniels, EHL Group 6/29/2018 2:15:31 PM

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