Hi Everyone,
In short, I'm trying to get portal records from one FMP file to another. The devil is, however in the details.
I'm trying to repurpose a couple of template files from v18. "Estimates " and" invoices". I set up and customized the invoices.fmp12 and everything went pretty great- now we've decided to take the process to the next level and are trying to do the same thing to estimates.
They seem a good fit for each other but because we wanted to have estimates independent from invoicing (invoice numbering and PO reasons basically) I thought it would be a good approach