Dashboard of Portals - 101 Required
I have a very simple dashboard request that I can't seem to resolve. Tables involved are (Clients) (Quotes) (Quote Details). I have a field called Status in my (quotes) table. I would like a screen to have 3 portal views which would place the quote in the proper "Portal View" depending on the field "Status".
My trouble is that it's always linking to Client #1 and limiting the rest of the data from showing. I know it's a relationship that i've not created but I can't seem to find the first steps to understanding how to pull this off. I see complicated solutions posted but can't wrap my head around it yet so looking for the easiest way to grasp the relation required. Thanks!