2 Replies Latest reply on Jul 14, 2015 3:19 PM by jwharton

    use portal for checklist?



      use portal for checklist?


      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!