Grant Balances and Portals
I am making a client database for a non-profit.
The way I have this organized, I have a separate table for utility, rent, and security deposit payments sent to clients. Each table contains the fields FundID, FundName, InitialAmount, and Balance, and the records are a list of available grants. Each payment can be taken from any grant, so you might have 3 checks all being taken from the ABC grant, one for each utilities, rent, and security. We keep the grants separated into ABC(utility), ABC(rent), ABC(security), and keep track of separate balances for each.
First of all, is this a stupid way to organize this?
Second, Here's what I'd like to do:
Create a layout that displays select grant balances for all three types of payments. For example, I would like to show FundID 1 balances for utilities, rent, and security, FundID 2 balances for utilities and rent, and the FundID 4 balance for security.
I have no idea how to go about doing this. I've been playing with portals and the "initial row" feature, but it's not really working. Any suggestions would be greatly, greatly appreciated.
Thanks so much for everything.