Change Fee Earner from the Find Screen

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.  

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

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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.

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