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.
That'd help us to get the info with relevancy
Good idea!