Hi Richard,

I have 20 reps that need assess to their own customers. We have assigned each rep 50 customers to follow-up with. How can we set this up so that they only see the customers that have been assigned to them. First i want them to log in. then after they put the correct log in info in I need a customer list form to open, then they can search customer ect....but if a customer calls in I need them to be able to see that customer form in the even the rep that belongs to that customer that calls in is not available.
Thanks

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Reply from Richard Rost:

Well, I'd set up a user logon system like I show in my SECURITY SEMINAR, which I see you already have.

Once you have that set up, you'll have a USERNAME for each of your reps. Have their Client List form by default show only THEIR clients (perhaps a combo box at the top to limit the list). But, allow them to change that if they need to look up another rep's clients.