4 Replies Latest reply on Aug 3, 2015 1:32 PM by ChadBarnard

    Finding Records where Get (AccountName) is equal to the field

    ChadBarnard

      Title

      Finding Records where Get (AccountName) is equal to the field

      Post

      I know I'm probably over thinking this, but I want to have a find request where I only show records that are related to whoever is logged in.  For instance, I want customers to be able to log in on a web browser, and only see the records where they are designated as the contact.

      I tried the following, but it comes up w/ no records found.

      This is what the "Specify Find Requests" screen looks like:

           Action:            Criteria:
           Find Records   ContactByCompany:FullName: [=Get (AccountName)]

       

      Thanks for any help.