Hello,
We have a creator 5 application, a register of people, each record is one person.
We would like:
- individual access for each person to their record with a name/password
- the person must login with password and then only see his record. Some fields read/write, all other fields read only.
So here are my questions, I have numbered them.
1. Will the Customer Portal addon bring in this functionality? Or would this need to be customized?
2. And if 1 is yes, will it work for existing records. How do we then link a record to a login access? The records have an email field but that is not always populated (due to imports from old databases). The email field is also not unique, some records have the same email address. Only guaranteed unique fields are the Zoho ID field and another auto numbered field that is called ID. Can login access be based on one of those fields? Just not sure how it technically works and can't find a demo of some sorts.
3. If all of the above is possible, the next step would be creating a user interface for the User that logs in. Can this be both a web page AND phone app based?
Thanks for any input that will shed some light on this.