Create Solicitor Queries & Exports, and Allow Sorting & Filtering by Solicitor Type

We would love to be able to extract quick information about the number of proposals assigned to a specific solicitor with total dollars expected, total gifts credited, total partners assigned and of what level, in query and in export.  This would be GAME CHANGING for us.  Additionally, it would be amazing to be able to sort and filter on the "Profile" tab by solicitor type. 

  • Miranda Harrington
  • Feb 15 2019
  • Attach files