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January 07, 2009, 12:34:17 am
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Author Topic: Relationships of the dearly (and not so dearly) departed  (Read 2171 times)
Harris
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« on: August 06, 2007, 08:43:40 am »

When an attorney leaves the firm, either on good terms or bad terms, what is the best way to handle their known-by relationships?  Creating a known-by report shows past attorneys along with current ones, which the attorneys always complain about-- especially if they see a name they'd rather forget about.  I can see on one hand that they have a point, and all non-current attorneys should be "cleaned" from the known-bys of contacts, but I can also see how it might be valuable to know that someone whose business you want to try to get has/had a strong relationship with an attorney who left 3 months prior on the worst of terms. 
I'd be curious to know how others handle this.  I know there is an enhancement request to be able to report only on current relationships (or toggle to all), but I don't expect it to be implemented anytime soon.
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jrlenox
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« Reply #1 on: January 02, 2008, 04:36:00 am »

I found this frustrating, too, when upgrading to 5.5 reporting. And was wondering if the relationships should be deleted or not.

The quick fix I made with the 5.5 reports is customised them to put the phrase (Alumni) next to any person's name that left the firm. This was created with an if statement on the particular field (a pain to figure out the syntax, but pretty easy once you know how)

-Jim
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