Because we cannot manually change an Assigned Solicitor relationship record to an Individual record, we cannot do so globally. However, we can accomplish this by importing the new individual relationship to the records and then globally deleting the existing assigned solicitor relationships.
Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.
1. Create a query of the constituents who have this assigned solicitor relationship
2. Export the import ID
3. Import the individual relationship information using the Constituent Import ID
4. Globally delete the Assigned Solicitor relationship records