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Claris Engage 2025 - March 25-26 Austin Texas ×

Need Help with portals


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  • Newbies
Posted

Im new to portals, I am creating a simple database where a telemarketing company needs to lookup a client and see past donations and also enter new donations i would like to have them all show up in portals but im having trouble doing this :o any input would be great

Posted

You need a Client table and a donations table. There should be a relationship from ClientID (autogenerated) to a field in the donations table that will store they ClientID number (foreign key). You can check the Allow creation of records for the Donations table in the relationship to allow new records to be created via the relationship.

On the layout for Clients, you can create a new portal. Then reference that relationship you created before. Then put the fields that you want on the portal's first row.

Posted

You can send me the file. I will try and help you. No paypal needed my friend.

  • Newbies
Posted

Ill have to finish all the designing, it wouldnt feel right not sending $$ there are a bunch of functions that i cant do that i would like and its a big help to me. what is your email address ill send the file this weekend

Posted

My email address can be accessed via my profile but just in case its vodkacream_at_yahoo_dot_com.

:o-)

This topic is 6544 days old. Please don't post here. Open a new topic instead.

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