We are having difficulties in limiting our case manager to viewing only their own records.
We have a case manager view where the case manager names are associated to their email addresses. For security reasons we would like to limit each case manager to only see file that are assigned to them. A zoho tech provided the following code:
cm_email=zoho.loginuserid which was entered into the pipeline view, and it seemed to work for the agents, however being logged in as admin I could not see any of the records.
Thanks in advance for assistance with this.
John