jjfcpa

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.

Outcomes