Add the ability to exclude inactive solicitor relationships from displaying in NXT Work Centers

If you are like me, you inherited a database full of inactive solicitor relationships with no "to" date. In RE classic, this is not an issue, but in NXT it is and there is not global way to add a "to" date or to exclude these old relationships from appearing in current portfolio managers lists. 

  • Guest
  • Dec 12 2017
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  • Anne Monell commented
    July 27, 2020 18:34

    Lists should not show inactive information, it is very distracting.