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Thread: Main View Split

JB
Posts: 11

Main View Split Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 20 Jun 07 1:32 PM

I am looking to create 3 main views for the account level in a Saleslogix 7.01 system that would break the records into 3 tiers based on a value on each of the records specifying the type of account it is. How can I create the main views so that the lookups, groups, tabs and other elements keep the scope of the group sub division.

For example if the type was "Yellow" I would only want records to show up in lookups, groups, tab grids etc that had the type = "Yellow" in their recordset.

We are doing this to create 3 icons on the navbar for users to access records of each type. Any ideas out there?

Thanks

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