How to populate the Contact list conditionally

[jamesa]

Hi. This may have to do with Roles, I'm not sure how to set it up...

I have salespeople that are the Assigned Users of their Contacts. I have a custom field, in Contacts, called "Campaign Optimizer" where we assign other users in that field (Enum field) so that we know who the Campaign Optimizer is for each Contact.

I have a Role created for these Campaign Optimizers.

What I am trying to do now is this: When a Campaign Optimizer logs in, and clicks on the Contacts list, I want him to only see (and edit) Contacts that have been assigned to him in that "Campaign Optimizer" custom field.

Thank you for any help!

-James

[tanya]

Hello,
you need to override Acl.
- you override only Contact Acl. you can improve own level, and check if assidnedUser is current user or campaign optimizer is current user (easier way)
- you can add one more level to Acl and override Acl for all system.

https://forum.espocrm.com/forum/developer-help/29182-records-table-add-a-default-filter

https://forum.espocrm.com/forum/general/34363-tasks-role-permission-conflict

[jamesa]

I thank you for the reply Tanya.

I am not technical. Despite that I can usually figure it out. In this case, I'm not sure I should be the one to do it...

So my question is: is there an area on this forum where I can hire people to make these edits?

Thank you again,

-James

[tanya]

No. You can fill support form on the EspoCRM site https://www.espocrm.com/support/, if the price is good for you.
Also you can write people from developer help branch (if you recognize they as good developers) in Private Message, I think.

[jamesa]

Ah, great. Will do. Thanks again Tanya.