Search results by user ID 5902

Re: Unique Records

simplywales — Tue, 12 Mar 2013 10:55:05 GMT

[quote user="Method_Samreen"]

We need to clarify if this is for the customer or for contacts? Are you trying to have the information displayed based on a customer level? So if any of the contacts under customer MyCompany login they will be able to view or edit the customers username, password etc.

[/quote]

This is what I am trying to do.

Thanks.

Re: Unique Records

simplywales — Mon, 11 Mar 2013 19:22:15 GMT

Hi Sam,

I'm going to go away and try yjis but if I'm understanding you correctly this will be a manual process?

If so I need something that auto links just like the transaction grid does. That doesn't need a dropdown to link to the current record. You see I want to use this in my customer portal to allow my customers to keep records of usernames/passwords etc etc What I cannot allow due to Data Protection etc is for a customer to see a full list of all my customers in a dropdown list.

Appreciate your help, thanks.

Marc

Re: Unique Records

simplywales — Mon, 11 Mar 2013 15:47:33 GMT

I think I tried both methods.

Currently I have a grid set up as 'list data from which table? Detached: Equipment Table' As I say I believe I also tried this by adding the fields to the customer table as well.

I tried for so long to get it to work right last night I can't really remember what I tried and what I didn't! It all looks as I would expect it to and I've added Save and New buttons which also work perfectly. However, as I say the records I eneter in the grid are not remaining unique to the open customer instead it appears to be set up as a generic one that shares the data in it across all customer records.

I'd be ever so grateful if we could get this working.

Thanks.

Marc

Unique Records

simplywales — Mon, 11 Mar 2013 00:56:22 GMT

I suspect I'm missing something really obvious!

I've created a copy of CRM_CustomerEdit > I've then deleted the Opportunities section and replaced with another section I've called security. In this section I have a gride with username/IP Address/Password etc etc.

THe problem I have is that I cant figure out how to link that grid to a specific customer record. Each time I create a record in that grid it displays under whichever customer I select.

How do I create a record in that grid so that it is uniqwue to that customer?

Thanks.