File > Open
1. From the Blue Chip main window, either:
o Press Ctrl + O
o Select File > Open
the List drop-down
list, select 'Solicitors'. From here you can search for and select an
existing Solicitor record, and then view/edit the record by clicking .
To create a new record, continue to Step 3.
3. Click . The New
Company window appears. As a Solicitor is
considered a subset of 'Companies', the same window for creating
new Companies is used.
o Enter details as appropriate.
to confirm. The new record is added to the list of companies and you are
presented with the Company Details window.
From here you can also manage the solicitor's Representatives.