Hi Jack. Welcome. Portals is an easy way to do what you want. You need the relationship between your client and your portal to have the option selected to "Allow creation of records in this table via this relationship" (see screenshot). I've attached a simple sample file. BTW you may want to download the FMP v14 trial just to see what has been updated in the latest version. Chris
Client Notes.zip 66.7 K
Thanks for your help. I'll get to work and see if I can figure it out.