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Need Help with portals


busabrent
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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

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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.

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