Under Branch Settings, you will see that there is an area for Solicitors. This is the area where you can build your Solicitor's address book, for daily use when agreeing Sales Transactions within Street.
The workflow of this is to firstly add the Solicitor Firm, to then add individual Solicitors to the records of those companies. We have the system set this way so a specific solicitor does not need to be solely tied to that firm, so that in the event they move around companies, you are able to change them in Street to avoid duplication.
Within this tab, you can flick between the Solicitor Firms/Solicitors within your Street system. Here, in this table, you can see the Name / Address / Main Contact Details / No. of Solicitors within the Firm / Actions available.
If the Solicitor Firm has 0 solicitors added, you will see under Actions the option to delete this firm if you wish.
Once you have built your Solicitor address book, you can then choose them from a dropdown when attaching them to sales.
To see how to add/amend a Solicitor/Firm to your Street system, click here.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!