Solicitors with No Assignments?

Bobby Steurer

Hi all,


Maybe it's because it's been a long day and I'm just missing it, but I'm having trouble figuring out how to find Solicitors with no assignments.


I created a query with the criteria of: Constituent Is A Solicitor equals Yes.


Of those constituents, I'd like to see how many of them have no assignments.


We have a large number of Solicitors in our database, and I'd like to audit them to see how many can potentially not be Solicitors anymore.


Am I just missing something? I've looked everywhere - query fields, exports, reports. Nothing seems to turn up.


Thanks!

Kylea Johnson

Try a Tally. One of the "Field" values you can choose is "constituent solicitor", then you can use the column value "Number of Constituents" to grab this.

Bobby Steurer

Thanks for your very helpful insight, Kylea Johnson‍ . It's a WIP for what I'm trying to achieve, but this is a good start.

Kylea Johnson

Yeah no kidding. I took a look at ours and was tempted to clean up some old relationships, but it's a bit harder than it looks. Good luck!