A filter should be added in NXT for 'solicitor type'
Your Portfolio in the Work Center would have the filter capability for the names you're assigned Primary (prospect manager) for, rather than include all of your Secondaries and Natural Partners, etc. This would also be very useful in Lists, which are less powerful than Queries in Database View at this point.
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Genni Tucker
- Jun 18 2018
- Shipped
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- +6
Related ideas
Really, it shouldn't just have a filter for solicitor/fundraiser, which it does now, nor just for solicitor type as well (this suggestion), it really should have the ability to filter by the variety of solicitor assignment fields given how this whole functionality is about who's assigned to whom (e.g., assigned solicitor Campaign and Fund as well).