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JOrtSD
Contact list views based on Account owner
I'm trying to create a few list views for our reps to call on based on specific criteria. They only need to see the contacts they can call on, though. We updated all the account ownerships, but the contact owners didn't all change over to the new rep.
What would be the best way to have the list view on the Contact tab show any Contact under Accounts each individual rep owns?
Thanks,
Joe
Edit: Our OWD allow all reps to see all Accounts and Contacts and needs to stay that way.
Based on my understanding, related list is calculated by system based on your OWD and sharing setting.
In this way, you can disabled the standard contact list in the page layout. And make a visualforce page to show whatever you like and add it to the default Account page.