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I have a table "Companies".I would like to setup a form that would show what is already in certain fields in Companies. The idea is the person can verify the info and use the form to make changes or additions to the existing information. The people...
We have a table of accounts and prospects. We would like to limit access to the (insurance) agent to which each belongs. Some companies may need to be viewed by more than one agent. I believe view permissions would give us what we need.
Choice #2 for me. I have different tables for different agents / districts for privacy reasons. I am currently going through the laborious task of moving some agent’s entries to different tables because they have been re-assigned to different distr...