I would like to view the dashboard of my portfolio on RE NXT to see all of the information pertaining to my prospects where I am the primary solicitor only. I see how I can filter for just my prospects when I am viewing a List (e.g. all of the open opportunities where I am a primary or secondary solicitor). But that adjustment is not permanent nor is it possible for my dashboard view. My status as a secondary solicitor on a prospect record has no bearing on my work or the relationship with that prospect. We use them more for a back-up plan. All of the data on my dashboard is inflated because it includes the relationships with prospects with other primary solicitors. It would be great to have the opportunity to filter / adjust the overview / dashboard and all subsequent data to reflect the information I care about. Hope that explains what I am talking about.
This request also applies to "former primary solicitor".