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

Question asked by ChadBarnard on Jul 23, 2015
Latest reply on Aug 3, 2015 by 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.

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