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 article.

NOTE: This change will affect all assigned solicitor relationships on a constituent record. If specific records, need to be updated, please refer to How to globally add or change the Date To, Date From and/or Solicitor Type fields on assigned solicitors
  1. Go to Admin, Globally Change Records.
  2. Select Constituent, New Change.
  3. Include a query of the constituents with an Assigned Solicitor relationship type on their record:
    1. Create a constituent query.
    2. On the Criteria tab, select Relationships, Assigned Solicitors, Solicitor Type and select the appropriate operator and values.
  4. In Available Fields, go to Assigned Solicitor Relationships (or select Assigned Solicitor Relationships in the Show field).
  5. Highlight Solicitor Type and click Select.
  6. Select the desired Operation and Value that you wish to change (or delete).
  7. Mark the appropriate checkboxes at the bottom.
  8. Click Change Now.