AnsweredAssumed Answered

How to link two tables to one portal?

Question asked by annettermt on Apr 24, 2012
Latest reply on Apr 25, 2012 by Mike_Mitchell

I am slowly learning how to work this program.

My question is:

I have a CLIENT LIST which is related to my CLIENT FILE layout with a portal in the CLIENT LIST lay out. I now want to add a RECEIPTS table which will pull the information from the PORTAL in the CLIENT LIST layout to the RECEIPTS layout. Is that possible?

 

THIS IS WHAT I WANT TO BE ABLE TO DO:

 

I see a MASSAGE CLIENT, input their data into the CLIENT LIST and the PORTAL (on the client list layout), which then transfers the info via the PORTAL to the CLIENT FILE layout (where I can add the rest of the visit's notes). I then want the info that i have put into the PORTAL to also be inserted into an new layout called RECEIPTS. (so first name; last name; time of appointment; date of appointment; length of appointment........this is what is in my PORTAL that I want to be transferred to the RECEIPTS layout for eventually prining a receipt)

 

Any help would be greatly appreciated.

Thanks!!

 

I've attached a copy of what I have done so far so you can see what I mean. I have to clean up the layout for receipts still.

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