Perminent Filter View for RE NXT portfolio dashboard and Lists

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.  

  • Guest
  • Dec 28 2016
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  • Beth Dunning commented
    January 14, 2019 20:21

    This request also applies to "former primary solicitor".