Hi all -
I can't seem to figure out a good option for this aside from a portal. I'm building an order fulfillment database for our outside sales team that they will use to order sample products, marketing material, etc.
Ideally, I picture something like a list view that lists all of the products (~40-50) by category, and then a box for the quantity. They would scroll through the list, add their quantities, and hit "enter" to trigger a script. But how would I do this with multiple users accessing the same records? Would I duplicate all the product records and tag them to the user, so each user has their own product list, then filter the records according to the user? Am I way off track? A portal seems like the easy way to go, but there's just too many products…and ~10 different categories.
Any suggestions would be greatly appreciated! Thanks!