Restricting View For Calendar
Hello,
I have created a calendar report that is based upon a CUSTOMER form that contains information such as...
Assessment Date
Assessment Time
Support 1 (dropdown reserved for ADMIN to assign the call center to call customer to confirm appointment)
Support 2 (dropdown reserved for ADMIN to assign the call center to call customer to confirm appointment)
Rep 1 (once confirmed, ADMIN then assigns the lead to a representative)
Rep 2 (once confirmed, ADMIN then assigns the lead to a second representative where Rep1 and Rep2 both go to the lead together)
This is what I want to happen...
1. IN THE CALENDAR REPORT, when a rep signs in, I want him/her to be able to view all assigned leads for him/her ONLY (both for circumstances where he/she is assigned as rep1 or rep2)
Is this possible to do within a CALENDAR REPORT? If not, is there a work around? I assume I would have to limit the view to the LOGINID within the USERS form?