Hi,
I am trying to alter our customer contacts view so that only the individual user can see the contacts they have added, not all users contacts.
I am using the 'username' to 'owner' function which has been discussed on the forum. However, when I add this function to the 'filter by' service for company etc the field displays blank.
I have followed a step-by-step guide on this so not sure where this issue could be.
Any suggestions?
Thanks
Hi,
Please check the view data of "Customer Contact View" for any empty owner name records have been created as shown below
This might be the issue which is stopping to customize the contacts. This is caused because we are using two save types inside the Customer master form which are "Save&New" and "Save" as shown below
In "Save&New" no issue will be raised as its directly mapped to the default action buttons. Coming to the Save option we are using service calls to perform create and update of a contact. We should make sure that the owner filed is mapped in those service calls, only then the owner name is captured otherwise volt consider it as empty data. Please map the owner field in the "Create Customer Contact" and "Update Customer" service calls
In create service Map the owner field in the HiddenSection of Customer Contacts View form to the Update Owner field
Similarly map the owner fields in the Update service call as shown below.
Thank You,
Hope this helps.
Seems to work - thanks a lot for your help. The only issue would be the other contacts names appearing in the filter drop-downs but can work around that. I assume all the same logic can be applied for the reports page as well?
