AnsweredAssumed Answered

Guidance, portals and related records?

Question asked by Thicks on Mar 4, 2011
Latest reply on Mar 4, 2011 by philmodjunk


Guidance, portals and related records?



Can anyone give me a little breakdown of how I would go about setting-up the following. I just need a little guidance to get me headed off in the right direction.

What I already have:

I have a contracts table that has a portal that links to a related table of businesses. The portal brings over the businesses basic info.

What I would like:

I would like to be able to click on the companies name or ID number in the portal and it take me to another layout with a portal that I could list payments made to that company and on what days to give me a running total. I would then like this total to appear in the 1st portal (contracts) next to the companies name.

I appreciate all of the help. I've never done something like this before.