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Limited access within a group of users


JaxKlush

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I have a centralized database of customers which contains the products they purchase from us to manufacture a given item.

We call it a customer program. It also contains a portal for call activity.

We have several sales reps that are assigned to these customer programs. I need to set up individual privacy for the sales reps. 

 

So far I've set it up using Auto Name = Get ( AccountName ) in the security set up. It does limit access but I'd like it to omit all other records from view in stead of displaying "Access Limited". Any thoughts?

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