To query on constituents who have a solicitor:
  1. Create a Constituent query
  2. On the Criteria tab, select Relationships, Assigned Solicitors, Assigned Solicitor Name not blank
 

To query on constituents with an active assigned solicitor:

  1. Create a Constituent query
  2. On the Criteria tab, select:
    Relationships, Assigned Solicitors, Date From less than or equal to [today's date]
    AND (Relationships, Assigned Solicitors, Date To greater than or equal to [today's date]
    OR Relationships, Assigned Solicitors, Date To blank)

To query on constituents with a specific assigned solicitor or solicitors:
  1. Create a new Constituent query
  2. Filter on Relationships, Assigned Solicitors, Specific Record equals [the solicitor]
    Note: Click the binoculars to search for the solicitor's name
OR
  1. Create a new Constituent query
  2. Filter on Relationships, Assigned Solicitors, Specific Record one of [solicitor x], [solicitor y] ,[etc]
    Note: Click the binoculars to search for each solicitor's name