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Hi David and Patty, thank you both for your help on this one. I have now resolved it by NOT using Security Filters as they proved to be a pain in the rear. In the end I set a filter on the OnOpenForm for both the Customer Card and Contact Card. This then allowed me to do all the functionality that was...
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A solution you could use would be to use resposibility centers instead of security roles, with responsibility centers, you can assign the user to a center and the customer and contact also, this way they only see there customers and contract. The responsibility center also filters the lookup list, so...
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[quote user="Patty"]with responsability center you can filter order not customer nor contact.[/quote] That's right, but its still easier to extend the responsibility centre functionality than to start something new.
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with responsability center you can filter order not customer nor contact.