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use portal for checklist?

Question asked by jwharton on Jul 13, 2015
Latest reply on Jul 14, 2015 by jwharton

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use portal for checklist?

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I've searched the forums to no avail, or dropbox links have expired... I have a layout called "Investments" for a table of the same name.  I have another table called "Investors", which could have 1000+ names in it.  I'd like users to be able to browse/search a list of Investors and associate one or more of these with an Investment record.  As a bonus, if the name of the investor isn't in the list, users should be able to add a new investor and associate it with the investment.  Thanks in advance for any advice!

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