I have a SharePoint Contact list that contains "Customer name", "Address details", etc. which includes an appropriate Sales Rep for each customer. I have linked the contact list to Outlook and can see all these records.

However I need to filter these records by Sales Rep, so that each Sales Rep can only see their own customers in Outlook.

What would be a better choice to achieve this; SharePoint or Outlook? And how?


1 Answer 1


Assuming that Sales Rep is People and Group column, you can create a view with filter Sales Rep = [Me].

So whenever Sales Rep comes to this view he/she will see only there records.

For reference: The Power of [Me] in SharePoint Library Views and List Views

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