If your Dashboard layout is based on the Client layout, seeing related data from a context of Client #1 would seem very likely--until you change records on the dashboard to that of another client.
I suggest describing the set up of your Dashboard layout in more detail and then documenting the current relationships that you have in place.
My guess is that you have:
Clients----<Quotes---<QuoteDetails (----< means "one to many" )
There is a Dashboard layout in the FMP "Invoices" Starter Solution (look on the File menu), but frankly it makes my head spin. Here is how I did it:
- Create a special utility table. Call it “Global” or “Developer” or “Dashboard”. It has to have at least one field and one record.
- On your relationships diagram, make a new Table Occurrence for each of your tables, like ClientsGlobal, QuotesGlobal, etc.
- On your relationships diagram, hook up each of these to your Global table using an “x” relationship. It doesn’t matter what fields you link together because the “x” matches all records. Double-click on the box between the joined tables to get an Edit Relationship dialog.
- Your Dashboard layout will be based on your Global table. Add portals for the new TableOccurrences you linked to Global. (Remember the fields also have to come from the new TOs.)
- For each portal setup, check the "Filter portal records" box and specify the status you want, like ClientsGlobal::Status = “open”.