A change to FTS Meetings
I just need to make one change. And probably not a small one. When I open my current solution I have to choose a portfolio to manage. Once I do from that point on I only see info related to that portfolio. I would like to add the FTS mtgs app into mine and show only those portfolios. I know I can add a new field to all tables to auto enter the portfolio on record creation. I just need to limit the view to those records based on the portfolio variable created upon entering the solution. Does anyone know of a doc or site they can point me to that will assist me in doing so?