Newbie needs recommendation

Discussion created by jjfcpa on Jul 23, 2012
Latest reply on Jul 23, 2012 by jjfcpa

I'm working on a solution that will include the following tables.


Clients - Returns - Documents


My Clients layout will be a list view with a list of all the clients in the file. I will also need the following options.


A way to add new clients, a way to edit existing clients, and a way to add or edit returns for the client.


Another developer suggested the list view for the clients with a portal to show the related returns. My question is how do I include the portal in the list view. I know how to create the portal, just unsure how to law it out in the layout for the clients.


Suggestions welcomed.