Allow filter by solicitor type in Lists
Similar to another suggestion that referenced previous solicitor, but broader. It would be really valuable to be able to filter in List by solicitor type. We have managing solicitors, staff solicitors and volunteer solicitors. Volunteers are manged by a staff member. In classic view it is easy to include just one solicitor type, but there is currently no way to produce clean lists by solicitor in NXT.
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Guest
- Jan 15 2019
- Shipped
Related ideas
Several clients need this option - If you are trying to fundraise it is difficult if you are both a staff solicitor and Relationship Manager on different constituents. You would most definitely need to manage your prospects differently based on your role with that prospect.
This would solve a lot of confusion for us as well!
Great idea! As a prospect researcher and portfolio manager, this would be a tool that I would really appreciate having to better streamline and manage my work with development officers.
Yes! Please do add this. We identify active Major Gift portfolio assignments with that type & no end, campaign fund or appeal. We identify annual Event sponsorship assignments with Type = Event & use all of the fields (start, end, campaign, fund & appeal) to make it very specific. Lists are currently being used by officers to manage their Major Gift portfolios. Please make it possible to filter on Solicitor Type.