When viewing the portfolio tab in another fundraiser's work center and trying to filter to a specific relationship type, expand choices for "Assigned To" to allow us to select a specific fundraiser other than ourselves (since we are viewing someone else's work center)

As a support team that assists multiple fundraisers, the recent changes to filters in the work center mean that we are no longer able to filter a fundraiser's work center portfolio tab to view a specific relationship type. The filter requires that we first choose "Assigned To" and the only options are: Me, Me and Anyone Else or Me and Someone Specific. Since we are in someone else's work center and are not a fundraiser assigned to any of their constituents, none of these choices work for us. If we choose any of them, there are zero constituents since we are not their fundraiser. There needs to be an additional option to chose a specific fundraiser OR since we are already in a specific fundraiser's work center, allow us to filter on relationship type for the work center we are working in and don't require that we select "assigned to" first.

  • Stephanie Toms
  • Nov 3 2020
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  • Stephanie Toms commented
    December 02, 2020 17:02

    I believe this issue has been solved! I can now select a specific relationship type in someone else's work center. Thank you!