Actions done by a certain group of solicitors

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I'm trying to do a query on actions completed by a certain group of solicitors (board members).  When I try to use criteria based on constituency code, it gives actions completed on those constituents, not by them.  Any suggestions?

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  • Patty Neumeier:

    I'm trying to do a query on actions completed by a certain group of solicitors (board members).  When I try to use criteria based on constituency code, it gives actions completed on those constituents, not by them.  Any suggestions?

    Sadly, Query doesn't give you access to the vast majority of the constituent record when you're trying to look at action or proposal solicitors. What you'd need to do is choose "Solicitor Specific Record" and then enter your board basically one by one into the list.

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