Filter a Customer-Portal report
I have a customer portal with a report, where the report is based on a form containing records referencing the customers. I want to filter the report so each customer will only see the records relevant to him (the records with the same email as the logged customer).
How can I do that?
I know it is possible by embedding the report as an HTML and then filtering, but looking for a better way.
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.