I have a Notes table where an agent can enter notes based on one of their customers. The only problem is that the value list that shows in the drop-down box shows ALL customers, not just their own. This is a problem due to confidentiality, not wanting to share customers, etc. I could relate the tables in such a way to only show their customer names; however, then this would prevent the customer code from showing in the various portals in different layouts. You want the customer code (but not the name) so the agent can navigate to the RR.
So, how would you filter a value list by agent (each customer does have an agent assigned to them marked in a field), but not causing the corresponding portal field to be blank? So far the only solution I can think of is for each agent to keep a record of their customers and cus codes and then only list customer codes (not names) in the drop-down box when the Note is first created.