I am a real estate agent in VA.
I have created a form, allowing me or another agent to enter in several fields to capture information on incoming leads/prospects, then save that record to a database.
I have 5 buyer agents working for me.
Now I want to be able to assign a buyer's agent with a particular lead(s), so when they log in they only see the leads assigned to them, and no one else.
I have created a drop down box with each of their names in it, and this drop down box is only viewable by me.
I tested the form by logging in as one of my buyer agents, and it shows the required fields less the 'assigned to' field.
I know I have to create a script to handle this function, and I've read through the help files, but am not quite sure how to create a script so that if user "Lynsi M" logs in, she only sees leads assigned to "Lynsi M" in the records database view.
Thanks in advance