Link data to 2 customer portal accounts
I have the following forms, "Driver", "Owner", "Customer", "Loads".
A "Driver" is assigned a "Load" that delivers to a "Customer". And the "Driver" works for an "Owner".
I am trying to create a form and filters that will allow a driver to login to the customer portal with his email and view the loads he completed. In addition, allowing the owner to also log in with his own email to see the loads completed by all of his drivers.
I know I can add a filter in a report with the driver_email == zoho.loginuserid for 1 user. And I've triend the AND and OR and added the additional owner_email == zoho.loginuserid but report is blank. I've got something linked wrong or something.
I've tried everything I can think of to make this happen and am at a mental roadblock. HELP!
Thanks so much!