Ability to Filter on Relationship Type (Individual vs Org) and Sort by Relation

We have some (usually VIP) constituents with quite a few relationships (some over 20). We need to be able to view a list of just the organizations or just the individuals and then sort by relation so get what we need. Especially when they own multiple companies but are CEOs of another that's not theirs.  Filtering to get 1 result is not as efficient, especially when you can't sort either.

  • Delia Escobar
  • Jul 14 2017