Change Fee Earner from the Find Screen

If you want to change a fee earner on a matter, you can do so on the Find Screen.  This means you don't need to load a matter each time you need to change one.

To do this, locate and highlight the matter you wish to change on your Find Screen then click the "Change Fee Earner" button.  

                                    

Or alternatively right click on the matter and select "Change Fee Earner" from the menu.

A Fee Earner Select pop up window will then appear and show you the current fee earner on the matter.  Simply select the new fee earner from the drop down option and then click "Select".  This will change the fee earner instantly.

Please note you can only change one matter at a time.

If you found this article useful, please "Like" it using the thumb below, it really helps us to know which articles are the most useful to you!

• Related Articles

• Customising the Find Screen - Column Chooser

  Each user can customise the Find Screen according to their needs. Columns can be added or removed and re-ordered. This only changes it for your view and not other users. Adding Columns In the Find Screen right-click anywhere in the Columns heading ...

• Changing the Find Screen to a Report

  Some firms prefer to have their find screen to default to a Report. This has less functionality than the full find screen (for example you cannot Link two matters from here, or Right Click and open the client details without opening the case). This ...

• The Find Panel - Search box

  On most Screens in Redbrick you can add a "Find Panel" by right clicking on the column headers and selecting Show Find Panel This will add a new search bar, above the columns. This bar allows you to search anything on the screen you're in, such as ...

• Using the Billing Screen

  Using the Billing Screen On the top icon bar of Redbrick click on the 'Billing' button and a spreadsheet like screen will appear. As in the example image above, you will see that the screen has two tabs. One is called Our Costs which is used for ...

• Find Screen Overview

  Using the Find Screen to locate a matter From the Home page in Redbrick click on the ‘Find’ Icon – a screen similar to the one below will appear. This screen, depending on your search criteria, will show you all matters. By clicking on the arrow next ...