http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/20427.aspxFri, 03 Jan 2014 20:49:55 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20427Method_Adam0http://forums.method.me/cs/forums/thread/20427.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20427<p><span id="mce_0_start" style="overflow:hidden;">Hi CF_Pro,</span></p> <p>Based on what you&#39;ve said, there are other ways to achieve what you want. If you simply only want your sales reps to be able to view and edit their own customers, you can do this using shared records. There was a blog post awhile back that goes over how to set this up. You can find it here: <span id="mce_5_start" style="overflow:hidden;"></span><a href="http://method.me/cs/blogs/methodblog/archive/2013/10/23/sharing-customers-activities-and-more-in-method-crm.aspx" target="_self">Sharing Customers, Activities and More<span id="mce_5_end" style="overflow:hidden;"></span></a>.<span id="mce_9_start" style="overflow:hidden;"></span></p> <p><span style="overflow:hidden;"><span id="mce_11_start" style="overflow:hidden;">There may be other ways to achieve what you are looking for, but that really depends on your specific needs.</span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;">Would the sharing records article be what you are looking for?&nbsp;</span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;">- Adam</span></span></p>http://forums.method.me/cs/forums/thread/20424.aspxFri, 03 Jan 2014 17:10:59 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20424CF_Pro0http://forums.method.me/cs/forums/thread/20424.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20424<p>I need to customize the <span style="overflow:hidden;" id="mce_0_start">list lead </span>grid list so it only links to edit leads when the <span style="overflow:hidden;" id="mce_1_start">logged in sales </span>rep owns that lead.</p> <p>So I figured out how to create a condition on that goto link, that checks the rep initials against some other field on the screen, if that does not equal that it stops all other actions.</p> <p>The problem is I do not know how to create a field on the screen with the sales rep initials who is currently logged in.&nbsp; Any help would be appreciated.</p> <p></p>