This article explains how to add and edit Solicitor Designation Codes in Unity® Practice Management. 

General Information 

This maintenance option allows you to:  

• Add a new solicitor designation code.
• Edit a solicitor designation code. 

How to Access this Option 

1. Open the Coredata program.
2. Click Maintain on the top toolbar to enable a dropdown menu.
3. Select SPOCC Reference Tables Solicitor Designation Codes. 

How to Add a Solicitor Designation Code 

1. Click Insert.
2. Enter a Code.
3. Enter a Description.
4. Click Save.  

How to Edit a Solicitor Designation Code 

1. A list of existing solicitor designation codes will display in the lower section of the window. Click the required record to select it, and that record will turn blue.
2. The information for the selected record will display in the upper section of the window. Any field can be edited. Simply re-enter the new information.
3. Click Save.

How to Delete a Solicitor Designation Code 

You cannot delete a Solicitor Designation Code from the system, as this could cause data corruption. Contact the Quill technical support department for assistance