Currently I have trouble with identifying portfolios for fundraisers with the current setting being any active solicitor record on RE Classic. It would be better to allowed in the control panel as a Data Manager to be able to set the solicitor type myself basing it off the primary solicitor for a portfolio (I use the code 'Relationship Manager' and their is only one allowed per constituent record). Alternatively, allow some kind of hierarchy system (in case in the future I want to make this system available to Trustees who are volunteer support canvassers), meaning I can set security rights based of solicitor type and giving me the ability to show only what I wish to show to that fundraising group....