You can filter both Work Center Portfolios AND Constituents Lists by "Fundraiser type" BUT that's not an available filter in the Report Builder. This means we have inaccurate reporting for our gift officers.

Can this not be a system-wide setting similar to how we determine which gift types count as Revenue? I never want anyplace in the system to count my "former" solicitors. Even with the filter in the workspace, the portfolio number still counts the "former" types as current assignments. I can't filter in any of the insights. I'm considering removing all of them and tracking them some other way, since as long as this is the case, NXT is unusable for frontline folks to access and work with their portfolios, which was supposed to be NXT's strength. Or could we add an inactive checkbox to the solicitor assignment record that NXT automatically filters out? A lot of us track former assignments this way.