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Ability to remove/edit assigned solicitors from RE file
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Mar 23 2020
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Related ideas
Would love to be able to completely delete a solicitor.
button or feature to hide expired/former solicitors (or filter) and suppress them from queries easily
Include solicitor type in the options for ending an assigned fundraiser relationship
Allow filtering by previous assigned solicitor
Prospect Insights - Give the ability to change the solicitor type when ending a solicitor assignment
Allow a solicitor to only view the constituents who are assigned to them.
If the solicitor/fundraiser assingement is closed remove from under constituent name
Create Solicitor Queries & Exports, and Allow Sorting & Filtering by Solicitor Type
Allow filter by solicitor type in Lists
Mass update Solicitors when an employee leaves
