I have two tables.

Table 1=Customers

1. pk_cust_id
   
2. fk_rep_id
   
3. first_name
   
4. last_name
   

Table 2=Sales

1. pk_sales_id
   
2. fk_cust_id
   
3. date
   
4. sales
   

Relationship: Customers(pk_cust_id)-->Sales(fk_cust_id)

GOAL: In account and privileges, I would like to only have reps see only their records from both Customers Table and the Sales Table and .

CURRENT LAYOUT: Customer data with a portal showing the sales data.

So if I have the reps log in by their rep_id number, it works to stop the data being seen for the customer table.

But if the rep is on another reps fk_rep_id he can not see the data from the Customer Table , but can see the sales figure which is in the portal. (not good)

MY SETUP: Setup is

• Records-Custom Privileges
  
• Layouts-All view only
  
• Value List-All view only
  
• Script-All executable only
  

UNDER RECORDS: CUSTOM PRIVILEGES

• Field Access: Both tables are set to all
  
• Edit, create, delete are set to Yes for Both Tables
  
• View is set to limited in Customer Table and Yes in Sales Table
  

Limited in the Customer Table is set to Get (AccountName) = fk_rep_id in the account & privileges.

Any suggestion on how to limit the sales data from being seen?

Limit Sales the same way, Get (AccountName) = relatedCustomer::fk_rep_id