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Populate a list of client names when status field reads

CalMaverick
in Script Workspace and Script Triggers

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I'm trying to figure out how I can populate a list of all client names when status field reads "Confirmed by Phone" or "Confirmed by e-mail".

I need to be able to follow a lead that is supposed to be sending a contract for service.

Sometimes I will lose track once they say "confirm".

Any help would be great! Thanks all!

Aaron

Edited by Guest

I'm not following you 100% but I think you might want a filtered portal. Do a search for "filtered portal" in the forums and you'll find lots of info.

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