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Creating new orders

Question asked by EP on Dec 11, 2012
Latest reply on Dec 14, 2012 by philmodjunk

Title

Creating new orders

Post

     Can someone shed some light on recommending a way to add new orders for a client?  Lets say I have a database of clients;  I want to add new orders to their record (when the place a new order) which appear in a portal (Orders Pending) on a layout with 3 portals: 1-Orders Pending 2-Orders Shipped 3-Orders Completed).  I know how to set up the portals and relationships. I also know how to use portal filtering so when I click a drop down list in portal 1 and select "Order Shipped" the clients order/info will jump into portal 2.  

     My question is this: How do I create this in the Clients Record so that I can add orders to their record? Should I use a portal? In other words, I click on Johnny Smith's record which contains all of his contact information.  What fields/portals/etc do I need to add to this layout so I can add orders to his record?  Thanks

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