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Need advice on how to perform data entry two TOs away...

Question asked by srbridges on Jan 30, 2016
Latest reply on Mar 9, 2016 by srbridges

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I have a "home" layout based on the Contacts table. I would like to be able to create records in the Affiliation table, and then create records in the Donations table which will be related to the Affiliation table - all from this "home" layout.

Is there a way to do this using portals, popover windows, slide controls? Right now I can create the Affiliation record in a portal, but I can't put a portal in the portal, so how can I create the Donation record?

Any advice would be greatly appreciated..

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