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Claris Engage 2025 - March 25-26 Austin Texas ×

Adding people within an active record


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Posted

I have an insurance company DB. What I want to do is to be able to add additional agents licensed with each company by clicking a button and it opens up a new line to add a new person. Any thoughts to get me started on this? Right now I am just in the thinking stage about how to accomplish this task.

Thank you,

Jason

Posted

Create a portal on the insurance company entry layout to Agents table. Relate them by companyid. Allow creation of related records. Have field in Agents for name, phone, cell, email.

This topic is 6428 days old. Please don't post here. Open a new topic instead.

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