Good day Appsheet Community,
I am running a CRM which I created.
This allows my Company Representatives to log there customer engagement (TABLE NAME “visits”).
Further to this they can see if the client has been visited in the last 90 days and if it is a active client or not.
I am struggling to create a report that is sent to each Representative showing them a list of the Active customer which has not been visited in the last 90 day.
Everything is seems to be set up but, as soon as I only accounts allocated to my USERMAIL() is sent to SELECT(Sheet1[Responsible email],True).
How do I filter and send the data to individuals [Responsible email] and only show there data to them?
IE- THE SNAPSHOT IS THE SECOND PART TO MY QUESTION AS I NEED TO FILLTER THAT ASWELL.