I would like to know if there is a way to limit a user on running a Crystal Report via Call Logging? I have a report that I created in Crystal which I want to limit the HEAT user to run only if it pertains to that individual, is this possible and if so how?
Only way to make it so only a single person can access a report would be to make it Personal in the Report Shortcuts (Manage Reports). That would require sending the report to this person to add it through Call Logging>> Report>> Manage Reports as a Personal scope. The remaining security lock down of the actual .rpt file would be outside the scope of what HEAT has control over.