Allow better filtering of Assigned Solicitors on Relationships tab

I would like to be able to go to a constituent's record, to the Relationships tab, and filter the Assigned Solicitors by "Solicitor Type." We have had multiple campaigns, therefore we have a lot of old assigned solicitors, and it's cumbersome having to scroll through to find our active primary manager.

  • Julie Hiland
  • Jun 10 2015
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  • Guest commented
    March 18, 2016 00:39

    Julie, yes a long list can be cumbersome. If you use from/to dates you can sort descending y those dates. I find that quite helpful.