Tuesday, 23 February 2016

[Solved] Show only the Sales person their data based on some kind of permissions or filter?

Show only the Sales person their data based on some kind of permissions or filter?

Hi, I have a detailed summary report on all of the sales for a customer based on a Customer ID # - Is there some way to have people type in their name to view only their sections?
for example:
Sales guy A has Customer Id's A, B & E this data would show up in the Summary page in sections by Customer id - Customer id A = would be A1:S13 and B = A15:S49 and E = A293:S315 and this could expand each month if there are more orders added
Any ideas?

Keys to the Problem Show only the Sales person their data based on some kind of permissions or filter?

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