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, 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.