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relating CON to related finance co, mort co, supplier...portal

Question asked by AmyS on Mar 4, 2013
Latest reply on Mar 6, 2013 by LyndsayHowarth

I have a CON table for customers, and also seperate table for personnel, suppliers, mort co, finance companies, ins co, subcontractors, (all seperate related tables) I wanted to do one or two tables but I lost the arguement. They are however related tables so...

 

I want to have a tab on my CON Data Entry layout to select a related mort co or fiannce co for example, and the data for that related ins co will populate along with additional fields to add specific to that customer such as their account number, ins adjuster name, etc.. I assume the ins co field foe example would bet be a popup menu that comes from the ins co related table but not quite sure how to best do this. I hope I am giving enough info for you to understand what I am asking.

 

That way when I select the customer, I can see thier finance co, mort co, sub, supplier, other contacts, all in a portal called Related Contacts, but I need to be able to show additional fields for account number and such specific to that customer.

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