In a portal I have put in some Customer Information but don't seem to be able to select any of the Customer Information from the Customer Table Help me. I think I have set up the relationship information and am using the correct Tables and fields.
Have you enabled record creation via this relationship (used by the portal) in the Relationship graph? It's an optional checkbox in the relationship definition window.
Yes, I have a relationship from the Customer table Customer ID to the Assets table Customer ID and have checked the "Allow creation of records" box
Sent from my iPad
You may need a "join table" which connects the customer with your invoice as you sound like you are trying to chose a customer rather than create one. Or Maybe all you need is a foreign Key field in the invoice table to assign it to a customer, rather than a portal.
Thanks, I'll look into,the Join table idea
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