How to link a Solicitor to a property

Attaching Solicitor To properties and making contacts Solicitors

  • Firstly click on Contacts from the left menu in blue
  • Find the relevant person. In the top right, click in the Solicitor box to add them as a Solicitor
  • Now click on Property from the left menu in blue
  • Search for the property you wish to add the solicitor to
  • Double click on the property to open up the details
    Click on the Transaction tab. 
  • Under Vendor/Landlord Details cont... and to the right of Solicitor click on the search contact icon
  • Search for the relevant contact
  • Highlight the name and then click Ok once they appear
  • Press Ok again to save.

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