Filter Solicitor Types for NXT Work Center

In the "Work Center" of NXT, when we click on portfolio, it shows the entire list of constituents that we are assigned to, no matter the relationship type (ie. Primary Solicitor; Secondary Solicitor, Relationship Manager...etc).  It will be very helpful if we could further filter the list and choose a specific relationship type.  For instance, it only shows people whom I have been assigned as "Primary Solicitor", but not the other types.

  • Guest
  • May 10 2019
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  • Endora Fan commented
    May 13, 2019 20:16

    That'd help us to get the info with relevancy 

  • Viola Chan commented
    May 10, 2019 23:15

    Good idea!