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Selecting "Client Name" in Client Name Portal Creates New Record

Question asked by cashdollar on Dec 9, 2011
Latest reply on Feb 22, 2012 by philmodjunk

Title

Selecting "Client Name" in Client Name Portal Creates New Record

Post

Not sure what I'm doing wrong here. I have a client table that has only three items client ID, Client Name, Client Head of Family. In our "volunteer login" layout (associated with another table for appointments) I have a portal for the Client Name pointing back to the Client Table. I set the relationships between the client_ids and the appointment_ids.  I had all creation of records in each table. and the Client Names were available to select in the "volunteer login" layout, but it get creating new records in the client table. I deselected allow creation of records in the client table and the client names were no longer available via a pull down in the volunteer login. How can I have the names available, but not create new records in the client table everytime time we log a new volunteer activity (ie appointment) Hope that's clear. Thanks.

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