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.